Anthony Robert Watson
CFP®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 Royal Oak, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Tax Planning
- Retirement Planning
- Investment Management
- Social Security & Medicare Planning
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...
Other Aliases
Anthony Watson, Tony Watson
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Videos & Posts
This advisor has not added any videos or posts yet.
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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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Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
THRIVE RETIREMENT SPECIALISTS | THRIVE RETIREMENT SPECIALISTS L.L.C.
Contact Information
Main Address
220 S. Main St., Suite 321, Royal Oak, MI 48067Phone Number
(833) 217-9613# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
411AUM (Assets Under Management)
$303,880,397Similar Advisors
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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.
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Primary Firm SEC Registration
THRIVE RETIREMENT SPECIALISTS | THRIVE RETIREMENT SPECIALISTS L.L.C.
State Registrations and Notice Filings
(4/21/2023)
(9/14/2020)
(3/28/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Anthony Robert Watson's CRS (Customer Relationship Summary).
Services Offered by Anthony
- Tax Planning
- Retirement Planning
- Investment Management
- Social Security & Medicare Planning
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