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Ryan S. Watt
OBJECTIVE CAPITAL MANAGEMENT
CHICAGO, IL 60611
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CRD#: 4931813
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Professional summary
Ryan Steven Watt, CFP® is a registered financial advisor currently at OBJECTIVE CAPITAL MANAGEMENT, LLC located in Chicago, Illinois and OCM PRIVATE WEALTH, LLC located in Upper Arlington, Ohio.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ryan has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. Objective Capital Management, LLC, Start Date: 04/30/2021, 401 N Michigan Ave., Ste. 650, Chicago, IL 60611, LLC, RIA, Managing Director And Private Wealth Advisor, Private Wealth Advisor at RIA, providing Financial planning services and portfolio management, Investment Related, 140 Hours per month, 7 Hours per day during trading hours. 2. Tosh Watt Partners, LLC., Start Date: 04/30/2020, 401 N Michigan Ave., Ste. 650, Chicago, IL 60611, LLC, Administrative Operations, Managing Director, Manage income and expenses for tax reporting, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours. 3. Juvenile Diabetes Research Foundation - Board of Directors Member: Southern and Central Ohio Chapter; Investment related: No; 1733 W LANE AVE COLUMBUS OH 43220 USA; Duties: Provide volunteer leadership in the central Ohio community to ensure the organization is achieving it's fundraising goals. Advocate to build and sustain critical support for those living with Type 1 Diabetes.; 2023-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 0
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Steven Watt'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®
CFP®
Start date: 2018
Experience
Current
May 5, 2021 - Present
OBJECTIVE CAPITAL MANAGEMENT, LLC
Office #1: 401 N Michigan Ave Suite 1200, Chicago, IL 60611RIA
CRD#: 156013
CHICAGO, IL
Current
October 25, 2024 - Present
OCM PRIVATE WEALTH, LLC
RIA
CRD#: 332302
Upper Arlington, OH
Past
April 30, 2021 - November 14, 2024
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
Chicago, IL
Past
July 13, 2009 - May 6, 2021
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
CHICAGO, IL
Past
March 30, 2007 - May 6, 2021
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
CHICAGO, IL
Past
July 28, 2005 - September 22, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
COLUMBUS, OH
Past
July 25, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 25, 2005 - September 22, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
COLUMBUS, OH
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".
OC
OBJECTIVE CAPITAL MANAGEMENT, LLC
OBJECTIVE CAPITAL MANAGEMENT | OCM PRIVATE WEALTH | OBJECTIVE CAPITAL MANAGEMENT, LLC
CRD#: 156013 / SEC#: 801-114315
RIA
Registered Investment Advisory firm - (11/21/2018 Approved)New York
Registered Investment Advisory firm - (1/15/2019 Terminated)Ohio
Registered Investment Advisory firm - (1/15/2019 Terminated)Texas
Registered Investment Advisory firm - (1/15/2019 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.Highlighted states indicate IAR registrations
IAR
Florida(12/26/2024)
IAR
Illinois(5/11/2021)
IAR
New York(5/5/2021)
IAR
Ohio(5/6/2021)
IAR
Texas(5/5/2021)
IAR
Texas(2/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OC
OBJECTIVE CAPITAL MANAGEMENT, LLC
OBJECTIVE CAPITAL MANAGEMENT | OCM PRIVATE WEALTH | OBJECTIVE CAPITAL MANAGEMENT, LLC
CRD#: 156013 / SEC#: 801-114315
RIA
Registered Investment Advisory firm - (11/21/2018 Approved)New York
Registered Investment Advisory firm - (1/15/2019 Terminated)Ohio
Registered Investment Advisory firm - (1/15/2019 Terminated)Texas
Registered Investment Advisory firm - (1/15/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
29325 Chagrin Blvd Suite 204, Pepper Pike, OH 44122
Mailing Address
Phone number
(216) 469-1231
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 603 |
| AUM (Assets Under Management) | $ 304,740,162 |
Red Flags
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