Gregory Watson
Professional Summary
Gregory Watson, who also goes by Gregory Mathew Watson, Gregory Matthew Watson, is a registered financial advisor currently at CEDARWOOD WEALTH located in Highlands Ranch, Colorado. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gregory has worked at 5 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory Mathew Watson, Gregory Matthew Watson
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
CEDARWOOD WEALTH | CEDARWOOD WEALTH LLC
Contact Information
Main Address
1745 Shea Center Drive 445, Highlands Ranch, CO 80129Mailing Address
1745 Shea Center 445, Highlands Ranch, CO 80129Phone Number
(303) 351-6245# of Employees
3SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
378AUM (Assets Under Management)
$213,419,865Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CEDARWOOD WEALTH | CEDARWOOD WEALTH LLC
State Registrations and Notice Filings
(4/13/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Watson's CRS (Customer Relationship Summary).
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