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Colin Russell Watters

WATTERS FINANCIAL SERVICES, LLC·PARAMUS, New Jersey
SIE, Series 7, Series 63Clean record9 years registeredWATTERS FINANCIAL SERVICES, LLC
16 ARCADIAN AVENUE, PARAMUS, NJ 07652-1291CRD# 6153524Firm CRD# 126339

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colin Russell Watters · PARAMUS, NJ
Registration
CRD #6153524 · WATTERS FINANCIAL SERVICES, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

THE RETIREMENT PLANNING GROUP, LLC
Jul 2024 – present
WATTERS FINANCIAL SERVICES, LLC
Jun 2017 – Jul 2024
PARAMUS, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · June 1, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WATTERS FINANCIAL SERVICES, LLC
CRD 126339 · SEC 801-119028
AUM
$178M
Regulatory assets under management
Employees
3
416 client accounts
Services offered by WATTERS FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WATTERS FINANCIAL SERVICES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Colin Russell Watters offer?
Colin Russell Watters specializes in Financial Planning, Investment Management. Contact their office in PARAMUS, New Jersey for a consultation.
What are Colin Russell Watters's credentials?
Colin Russell Watters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colin Russell Watters located?
Colin Russell Watters is based in PARAMUS, New Jersey, working with WATTERS FINANCIAL SERVICES, LLC. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.
How does Colin Russell Watters charge for services?
Colin Russell Watters's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATTERS FINANCIAL SERVICES, LLC?
WATTERS FINANCIAL SERVICES, LLC has approximately 3 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WATTERS FINANCIAL SERVICES, LLC

Timothy John Watters
PARAMUS, NJ

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