RW
Robert Watson
DESTRA CAPITAL ADVISORS LLC
Franklin, TN
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CRD#: 2163449
RW
Professional summary
Robert Watson, CFP®, who also goes by Rob Watson, Robert Alan Watson, is a registered financial advisor currently at DESTRA CAPITAL ADVISORS LLC located in Franklin, Tennessee and DESTRA CAPITAL INVESTMENTS LLC located in Bozeman, Montana.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Robert has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Watson | Robert Alan 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.
1.) Cocktail Carriage LLC: Nashville, TN; Not Investment-Related; Since 8/2025; Partner of Luxury Mobile Bar Tending Service; Duties include Business Development and Management; Devote up to 10 hrs/month to this activity. 2.) Pallas Chronicles LLC; Franklin, TN; Not Investment-Related; Since 8/2025; Partner of Digital Marketing/Events Website and Social Media Company focusing on Hospitality in the Middle Tennessee market; Duties include visiting Dining and Beverage Establishments and writing reviews about the experience; Devote up to 10 hrs/month to this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Watson's 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®
Experience
Current
October 25, 2016 - Present
DESTRA CAPITAL ADVISORS LLC
RIA
CRD#: 148574
Franklin, TN
Current
December 13, 2011 - Present
DESTRA CAPITAL INVESTMENTS LLC
Office #1: 443 N. Willson Ave., Bozeman, MT 59715Office #2: 443 N. Willson Ave., Bozeman, MT 59715BD
CRD#: 148299
Bozeman, MT
Past
September 9, 2010 - December 16, 2011
ATHENE SECURITIES, LLC
BD
CRD#: 36867
CHICAGO, IL
Past
October 5, 2004 - October 14, 2009
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
NAPERVILLE, IL
Past
December 4, 1995 - September 29, 2004
INVESCO CAPITAL MARKETS, INC.
BD
CRD#: 6939
HOUSTON, TX
Past
August 19, 1992 - November 17, 1995
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
November 15, 1991 - August 6, 1992
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
November 15, 1991 - August 6, 1992
HOME LIFE INSURANCE COMPANY
BD
CRD#: 4184
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DESTRA CAPITAL ADVISORS LLC
DESTRA ADVISORS LLC | DESTRACOM ADVISORS LLC | DESTRA CAPITAL ADVISORS LLC
CRD#: 148574 / SEC#: 801-71604
RIA
Registered Investment Advisory firm - (12/30/2010 Approved)Illinois
Registered Investment Advisory firm - (1/4/2011 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(4/26/2013)
RR
Alaska(4/26/2013)
RR
Arizona(4/26/2013)
RR
Arkansas(4/26/2013)
RR
California(4/26/2013)
RR
Colorado(4/26/2013)
IAR
Colorado(5/18/2020)
RR
Connecticut(4/26/2013)
RR
Delaware(10/16/2012)
RR
District of Columbia(10/16/2012)
RR
Florida(4/26/2013)
RR
Georgia(4/26/2013)
RR
Hawaii(4/26/2013)
RR
Idaho(4/26/2013)
RR
Illinois(12/13/2011)
IAR
Illinois(10/25/2016)
RR
Indiana(4/26/2013)
RR
Iowa(7/19/2012)
RR
Kansas(4/26/2013)
RR
Kentucky(4/26/2013)
RR
Louisiana(4/26/2013)
RR
Maine(4/26/2013)
RR
Maryland(10/16/2012)
RR
Massachusetts(4/26/2013)
RR
Michigan(4/26/2013)
RR
Minnesota(7/19/2012)
RR
Mississippi(4/26/2013)
RR
Missouri(7/19/2012)
RR
Montana(4/26/2013)
RR
Nebraska(4/26/2013)
RR
Nevada(4/26/2013)
RR
New Hampshire(4/26/2013)
RR
New Jersey(10/16/2012)
RR
New Mexico(4/26/2013)
RR
New York(4/26/2013)
RR
North Carolina(4/26/2013)
RR
North Dakota(4/26/2013)
RR
Ohio(4/26/2013)
RR
Oklahoma(4/26/2013)
RR
Oregon(4/26/2013)
RR
Pennsylvania(10/16/2012)
RR
Puerto Rico(4/26/2013)
RR
Rhode Island(4/26/2013)
RR
South Carolina(4/26/2013)
RR
South Dakota(4/26/2013)
RR
Tennessee(12/3/2019)
IAR
Tennessee(12/10/2021)
RR
Texas(4/26/2013)
RR
Utah(4/26/2013)
RR
Vermont(4/26/2013)
RR
Virgin Islands(5/18/2015)
RR
Virginia(4/26/2013)
RR
Washington(4/26/2013)
RR
West Virginia(4/26/2013)
RR
Wisconsin(4/26/2013)
RR
Wyoming(4/26/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DC
DESTRA CAPITAL ADVISORS LLC
DESTRA ADVISORS LLC | DESTRACOM ADVISORS LLC | DESTRA CAPITAL ADVISORS LLC
CRD#: 148574 / SEC#: 801-71604
RIA
Registered Investment Advisory firm - (12/30/2010 Approved)Illinois
Registered Investment Advisory firm - (1/4/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
443 N. Willson Avenue, Bozeman, MT 59715
Mailing Address
Phone number
(877) 855-3434
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 414,203,276 |
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.
