Watson R. Taylor

WILLIAM BLAIR

Atlanta, GA 30305

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CRD#: 5289751

Professional summary

Watson Robbins Taylor III, who also goes by Watson Robbins Taylor III, is a registered financial professional currently at WILLIAM BLAIR located in Atlanta, Georgia.

Watson is registered as a RR (Registered Representative) and started their career in finance in 2007. Watson has worked at 5 firms and has passed the Series 63, Series 66, SIE, Series 79 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Watson Robbins Taylor 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) - BD

Click below to view Watson Robbins Taylor 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

June 14, 2021 - Present

WILLIAM BLAIR

Office #1: 3060 Peachtree Rd Nw Suite 900, Atlanta, GA 30305

RIA

CRD#: 1252

Atlanta, GA

Past

August 25, 2017 - June 9, 2021

EVERCORE GROUP L.L.C.

CRD#: 42405

NEW YORK, NY

Past

October 1, 2010 - April 25, 2012

W. R. TAYLOR & COMPANY, LLC

RIA

CRD#: 107179

BIRMINGHAM, AL

Past

October 1, 2010 - May 11, 2015

W. R. TAYLOR & COMPANY, LLC

CRD#: 107179

BIRMINGHAM, AL

Past

June 1, 2009 - September 30, 2010

MORGAN STANLEY

RIA

CRD#: 149777

MIAMI, FL

Past

June 1, 2009 - September 30, 2010

MORGAN STANLEY

CRD#: 149777

MIAMI, FL

Past

October 9, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

MIAMI, FL

Past

July 17, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

MIAMI, FL

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".

WILLIAM BLAIR

WILLIAM BLAIR | WILLIAM BLAIR & COMPANY L.L.C. | WILLIAM BLAIR & COMPANY

CRD#: 1252 / SEC#: 801-688, 8-2698

RIA

Registered Investment Advisory firm - SEC (12/24/1947 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Georgia
(6/14/2021)

Illinois
(6/14/2021)

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

State Security Law Exam

Series 63

Date: 9/1/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/7/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 8/25/2017

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 7/16/2007

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

SRO Registrations

NYSE Texas, Inc.

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

WILLIAM BLAIR

WILLIAM BLAIR | WILLIAM BLAIR & COMPANY L.L.C. | WILLIAM BLAIR & COMPANY

CRD#: 1252 / SEC#: 801-688, 8-2698

RIA

Registered Investment Advisory firm - SEC (12/24/1947 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

The William Blair Building 150 North Riverside, Chicago, IL 60606

Mailing Address

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594

Phone number

(312) 236-1600

Established

Delaware since 10/30/1995

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

469

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

WILLIAM BLAIR FORM ADV PART 2A - APPENDIX 1 WRAP BROCHURE (8/14/2025)

WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE (8/14/2025)

WILLIAM BLAIR EQUITY RESEARCH SERVICES FORM ADV 2A (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
WBC HOLDINGS, L.P.	HOLDING COMPANY
CITARDI, CISSIE	EXECUTIVE COMMITTEE, GENERAL COUNSEL	6642613
DEVORE, RYAN JACOB	EXECUTIVE COMMITTEE	3049671
DUWA, ROBERT J	EXECUTIVE COMMITTEE	2931296
GLEDHILL, BRENT WALKER	PRESIDENT, CEO	2921069
MCLAUGHLIN, SCOTT THOMAS	EXECUTIVE COMMITTEE	2481285
QUINN, MICHAEL PATRICK	EXECUTIVE COMMITTEE	3257072
RASAVONGXAY, WILLSON B	CHIEF COMPLIANCE OFFICER	6593731
SATTERFIELD, BETH A	EXECUTIVE COMMITTEE	6011858
TOLE, STEVEN ROBERT	EXECUTIVE COMMITTEE	5885283
TRIMBERGER, MICHAEL WILLIAM	CFO	5329834
ZIMMER, MATTHEW MONTGOMERY	EXECUTIVE COMMITTEE	4157826

Regulatory assets under management

Total Number of Accounts	37,973
AUM (Assets Under Management)	$ 58,329,726,421

Disclosures

Regulatory Event	29
Arbitration	2
Bond	1

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.

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Firm Stability Insights

Watson R. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Watson Robbins Taylor III's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERCORE GROUP L.L.C.

W. R. TAYLOR & COMPANY, LLC

W. R. TAYLOR & COMPANY, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

WILLIAM BLAIR

State Registrations and Notice Filings

Exams

Series 63

Date: 9/1/2017

Series 66

Date: 10/7/2008

SIE

Date: 10/1/2018

Series 79

Date: 8/25/2017

Series 7

Date: 7/16/2007

FINRA

NYSE American LLC

NYSE Texas, Inc.

Nasdaq Stock Market

New York Stock Exchange

Current Firm

WILLIAM BLAIR

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WILLIAM BLAIR

TRUST BUT VERIFY

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