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George Harry Watson

SENDERO WEALTH MANAGEMENT
SAN ANTONIO, TX
·CRD# 4771298·22 years experience

Professional Summary

George Harry Watson, who also goes by George Harry Watson III, George Harry Watson III, George Watson Iii, is a registered financial advisor currently at SENDERO WEALTH MANAGEMENT, LLC located in San Antonio, Texas and SENDERO SECURITIES, LLC located in San Antonio, Texas. George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. George has worked at 6 firms and has passed the Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

George Harry Watson Iii, George Harry Watson Iii, George Watson Iii

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

SENDERO WEALTH MANAGEMENT, LLC·CRD# 145594
RIA
250 W. Nottingham Suite 300, San Antonio, TX 78209
April 23, 2025 - Present
SENDERO SECURITIES, LLC·CRD# 146627
BD
250 W Nottingham Suite 300, San Antonio, TX 78209
May 16, 2025 - Present
CAPITAL CREEK PARTNERS·CRD# 301211
RIA
San Antonio, TX
April 18, 2024 - April 15, 2025
SENDERO WEALTH MANAGEMENT, LLC·CRD# 145594
RIA
San Antonio, TX
March 3, 2014 - March 22, 2024
SENDERO SECURITIES, LLC·CRD# 146627
BD
San Antonio, TX
December 3, 2012 - March 22, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
San Antonio, TX
October 23, 2009 - October 29, 2012
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
San Antonio, TX
June 9, 2005 - October 23, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
June 30, 2004 - June 7, 2005

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Current Firm

SW
SENDERO WEALTH MANAGEMENT, LLC

E-WEALTH BY SENDERO | SENDERO WEALTH MANAGEMENT, LLC | SENDERO SECURITIES, LLC | EWEALTH BY SENDERO

CRD#: 145594 / SEC#: 801-68572
RIA
Registered Investment Advisory firm - SEC (11/30/2007 Approved)

Contact Information

Main Address

250 W. Nottingham Suite 300, San Antonio, TX 78209

Phone Number

(210) 805-0171

# of Employees

41

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SENDERO WEALTH - FORM ADV PART 2A BROCHURE - AUGUST 2020 (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,948

AUM (Assets Under Management)

$6,508,711,754

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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.

The advisor shows no other business activity.

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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".
SW
SENDERO WEALTH MANAGEMENT, LLC

E-WEALTH BY SENDERO | SENDERO WEALTH MANAGEMENT, LLC | SENDERO SECURITIES, LLC | EWEALTH BY SENDERO

CRD#: 145594 / SEC#: 801-68572
RIA
Registered Investment Advisory firm - SEC (11/30/2007 Approved)

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Texas
(4/23/2025)
RR
Texas
(5/16/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2014About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2004About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2004About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 2017About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view George Harry Watson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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