AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DW

Daniel B. Watson

CAPITAL RESEARCH & CONSULTING LLC
Oracle, AZ
Some features on this profile are disabled
CRD#: 6586201
DW

Professional summary

Daniel Blackwell Watson is a registered financial advisor currently at CAPITAL RESEARCH & CONSULTING LLC located in Oracle, Arizona and ARROYO INVESTMENT GROUP, LLC located in Oracle, Arizona.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 2 firms .

top-8-questions

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.
Arroyo Investment Group, LLC, Investment Related Business, 15 S. Raymond Ave, #200, Pasadena, CA 91105. 80 Hours Monthly. Engility Corp, Not Investment Related, 4803 Stonecroft Blvd, Chantilly, VA 20151 Senior Law Enforcement Advisor - Works as expert on Law Enforcement Issues for Department of Justice- Hours vary.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Blackwell 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®
None

Experience

Current

January 27, 2016 - Present

CAPITAL RESEARCH & CONSULTING LLC

RIA
CRD#: 109868
Oracle, AZ
Current

November 20, 2018 - Present

ARROYO INVESTMENT GROUP, LLC

RIA
CRD#: 130243
Oracle, AZ

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".
CR
CAPITAL RESEARCH & CONSULTING LLC
CAPITAL RESEARCH & CONSULTING LLC | CAPITAL RESEARCH BROKERAGE SERVICES, LLC

CRD#: 109868 / SEC#: 801-56356

RIA
Registered Investment Advisory firm - (3/23/1999 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.

Highlighted states indicate IAR registrations

IAR
California
(1/27/2016)

Exams

Current Firm

CR
CAPITAL RESEARCH & CONSULTING LLC
CAPITAL RESEARCH & CONSULTING LLC | CAPITAL RESEARCH BROKERAGE SERVICES, LLC

CRD#: 109868 / SEC#: 801-56356

RIA
Registered Investment Advisory firm - (3/23/1999 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
15 S. Raymond Avenue Suite 200, Pasadena, CA 91105
Mailing Address
Phone number
(626) 844-1440
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (4 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

CRC NARRATIVE ADV PART 2 031725 (3/17/2025)

Regulatory assets under management

Total Number of Accounts64
AUM (Assets Under Management)$ 6,068,217,582

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

CAPITAL RESEARCH & CONSULTING LLC

CRD#: 109868Oracle, AZ

TRUST BUT VERIFY

Monitor Daniel Watson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics