AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GW

Gerard A. Watson

EXOS SECURITIES LLC
NEW YORK, NY 10001
Some features on this profile are disabled
CRD#: 1835652
GW

Professional summary


Gerard A Watson, who also goes by Gerard Arnold Watson, is a registered financial professional currently at EXOS SECURITIES LLC located in New York, New York.

Gerard is registered as a RR (Registered Representative) and started their career in finance in 1988. Gerard has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gerard Arnold Watson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Gerard A Watson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 23, 2023 - Present

EXOS SECURITIES LLC

Office #1: 35 W 35th Street Fifth Floor, New York, NY 10001
BD
CRD#: 298276
NEW YORK, NY
Past

June 29, 2019 - January 27, 2023

MORGAN CREEK CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 154377
CHAPEL HILL, NC
Past

September 21, 2012 - July 28, 2017

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

April 29, 2008 - July 13, 2012

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 5, 2000 - March 10, 2008

SANTANDER INVESTMENT SECURITIES INC.

BD
CRD#: 37216
NEW YORK, NY
Past

April 1, 1997 - March 25, 1999

BBVA SECURITIES INC.

BD
CRD#: 27060
NEW YORK, NY
Past

October 30, 1992 - November 14, 1996

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 19, 1991 - October 23, 1992

DRESDNER SECURITIES (USA) INC.

BD
CRD#: 1993
NEW YORK, NY
Past

November 23, 1988 - December 8, 1990

INTERFINANCE CAPITAL MARKETS, INC.

BD
CRD#: 12996

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(3/23/2023)
RR
New Jersey
(3/23/2023)
RR
New York
(3/23/2023)
RR
Texas
(3/23/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 6/28/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ES
EXOS SECURITIES LLC
EXOS SECURITIES LLC

CRD#: 298276 / SEC#: , 8-70182

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
35 W 35th Street Fifth Floor, New York, NY 10001
Mailing Address
35 W 35th Street Fifth Floor, New York, NY 10001
Phone number
(646) 814-0996
Established
Delaware since 03/29/2018
Firm type
Limited Liability Company
Fiscal year end
November
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
EXOS FINANCIAL LLCSHAREHOLDER
DOUGAN, BRADY WILLIAMCHIEF EXECUTIVE OFFICER2423049
FORSTL, MICHAELCHIEF COMPLIANCE OFFICER1430325
RIP, OLGAFINOP5440553

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EXOS SECURITIES LLC

CRD#: 298276New York, NY 10001

TRUST BUT VERIFY

Monitor Gerard Watson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics