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GW

George H. Watson

SENDERO WEALTH MANAGEMENT
San Antonio, TX 78209
Some features on this profile are disabled
CRD#: 4771298
GW

Professional summary

George Harry Watson III, 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 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

George Harry Watson Iii | George Harry Watson Iii | George Watson Iii

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) - RIA

Click below to view George Harry Watson III'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

April 23, 2025 - Present

SENDERO WEALTH MANAGEMENT, LLC

Office #1: 250 W. Nottingham Suite 300, San Antonio, TX 78209
RIA
CRD#: 145594
San Antonio, TX
Current

May 16, 2025 - Present

SENDERO SECURITIES, LLC

Office #1: 250 W Nottingham Suite 300, San Antonio, TX 78209
BD
CRD#: 146627
San Antonio, TX
Past

April 18, 2024 - April 15, 2025

CAPITAL CREEK PARTNERS

RIA
CRD#: 301211
San Antonio, TX
Past

March 3, 2014 - March 22, 2024

SENDERO WEALTH MANAGEMENT, LLC

RIA
CRD#: 145594
SAN ANTONIO, TX
Past

December 3, 2012 - March 22, 2024

SENDERO SECURITIES, LLC

BD
CRD#: 146627
SAN ANTONIO, TX
Past

October 23, 2009 - October 29, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN ANTONIO, TX
Past

June 9, 2005 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
SAN ANTONIO, TX
Past

June 30, 2004 - June 7, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Texas
(4/23/2025)
RR
Texas
(5/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/3/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/21/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/29/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/9/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

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 - (11/30/2007 Approved)
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Contact information

Main Address
250 W. Nottingham Suite 300, San Antonio, TX 78209
Mailing Address
Phone number
(210) 805-0171
Established
Firm type
Fiscal year end
# of Employees
42

SEC notice filing (5 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SENDERO WEALTH - FORM ADV PART 2A BROCHURE - AUGUST 2020 (3/20/2025)

Regulatory assets under management

Total Number of Accounts1,842
AUM (Assets Under Management)$ 5,823,154,458

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

SENDERO WEALTH MANAGEMENT, LLC

CRD#: 145594San Antonio, TX 78209

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