Unclaimed Profile

Barry Todd Watson

THE MARTIN WORLEY GROUP·COTTONWOOD HEIGHTS, Utah

Series 65Clean record18 years registeredTHE MARTIN WORLEY GROUP

6965 UNION PARK CENTER, COTTONWOOD HEIGHTS, UT 84047CRD# 5402958Firm CRD# 169006

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barry Todd Watson · COTTONWOOD HEIGHTS, UT

Registration

CRD #5402958 · THE MARTIN WORLEY GROUP · 18 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Jul 2025 – present

THE MARTIN WORLEY GROUP

Jan 2017 – Oct 2025

COTTONWOOD HEIGHTS, UT

PITTENGER & ANDERSON INC

Aug 2007 – Jun 2011

LINCOLN, NE

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 30, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MARTIN WORLEY GROUP

CRD 169006 · SEC 801-79164

AUM

$313M

Regulatory assets under management

Employees

862 client accounts

Services offered by THE MARTIN WORLEY GROUP

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE MARTIN WORLEY GROUP →

Introduction

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Frequently Asked Questions

What services does Barry Todd Watson offer?

Barry Todd Watson specializes in Financial Planning, Investment Management. Contact their office in COTTONWOOD HEIGHTS, Utah for a consultation.

What are Barry Todd Watson's credentials?

Barry Todd Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Todd Watson located?

Barry Todd Watson is based in COTTONWOOD HEIGHTS, Utah, working with THE MARTIN WORLEY GROUP. Their office serves clients in the COTTONWOOD HEIGHTS metropolitan area and surrounding communities.

How does Barry Todd Watson charge for services?

Barry Todd Watson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MARTIN WORLEY GROUP?

THE MARTIN WORLEY GROUP has approximately 5 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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