Anthony R. Watson
THRIVE RETIREMENT SPECIALISTS
Dearborn, MI
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CRD#: 5682762
Professional summary
Anthony Robert Watson, CFP®, who also goes by Anthony Watson, Tony Watson, is a registered financial advisor currently at THRIVE RETIREMENT SPECIALISTS located in Dearborn, Michigan.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Anthony has worked at 4 firms and has passed the Series 63 and Series 7 exams.
Biography
We exist because the wealth management industry, with its sea of salespeople, inexperienced advisors, and narrow focus on investments, often leaves retirees in less than optimal retirement situations by failing to account for the Big Five Retirement Risks™ and all retirement assets, tools and tactics that may be available. As a result, many people end up sacrificing higher potential quality of life during retirement, and this is something we are committed to changing. Our approach is advanced, our client-adviser relationships are collaborative, and our mission to help you make the most of your one and only retirement is focused.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Investment Planning
Social Security Planning
Retirement Income Management
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Anthony Watson | Tony Watson
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.
Anthony Robert Watson is currently employed as the Secretary/Treasurer at Sovereignty Holdings, Inc (d/b/a Al's Quick Lube). This activity accounts for approximately 5% of his time and no time during trading hours. Anthony Robert Watson provides consulting services as a Portfolio Management and Investments Consultant at Portfolio Solutions, LLC. This activity accounts for less than 5% of his time during trading hours. Thrive Retirement Specialists, LLC; Investment-Related; Dearborn, Michigan; Investment Adviser; Investment Adviser Representative; July 2020; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Robert Watson'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: 2019
Experience
Current
September 14, 2020 - Present
THRIVE RETIREMENT SPECIALISTS
RIA
CRD#: 310289
Dearborn, MI
Past
October 11, 2021 - April 18, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Dearborn, MI
Past
November 3, 2015 - November 16, 2020
LIBERTY WEALTH ADVISORS, LLC
RIA
CRD#: 107774
Troy, MI
Past
July 2, 2009 - June 12, 2012
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
GROSSE POINTE, MI
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".
THRIVE RETIREMENT SPECIALISTS
THRIVE RETIREMENT SPECIALISTS | THRIVE RETIREMENT SPECIALISTS L.L.C.
CRD#: 310289 / SEC#: 801-129197
RIA
Registered Investment Advisory firm - (12/8/2023 Approved)California
Registered Investment Advisory firm - (1/17/2024 Terminated)Michigan
Registered Investment Advisory firm - (12/25/2023 Terminated)Texas
Registered Investment Advisory firm - (12/18/2023 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
California(4/21/2023)
IAR
Michigan(9/14/2020)
IAR
Texas(3/28/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
THRIVE RETIREMENT SPECIALISTS
THRIVE RETIREMENT SPECIALISTS | THRIVE RETIREMENT SPECIALISTS L.L.C.
CRD#: 310289 / SEC#: 801-129197
RIA
Registered Investment Advisory firm - (12/8/2023 Approved)California
Registered Investment Advisory firm - (1/17/2024 Terminated)Michigan
Registered Investment Advisory firm - (12/25/2023 Terminated)Texas
Registered Investment Advisory firm - (12/18/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Dearborn, MI
Mailing Address
Phone number
(833) 217-9613
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 335 |
| AUM (Assets Under Management) | $ 209,524,228 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
