Patrick Watson
Professional summary
Patrick Watson, who also goes by Patrick Joseph Watson, Patrick Watson, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Dickson City, Pennsylvania and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Patrick has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Watson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 5, 2026 - Present
EMPOWER ADVISORY GROUP, LLC
August 5, 2026 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111March 31, 2025 - July 30, 2026
STRATEGIC ADVISERS LLC
October 22, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 20, 2021 - July 30, 2026
FIDELITY BROKERAGE SERVICES LLC
May 13, 2021 - September 24, 2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
January 16, 2020 - April 19, 2021
CUNA BROKERAGE SERVICES, INC.
January 16, 2020 - April 19, 2021
CUNA BROKERAGE SERVICES, INC.
January 27, 2018 - September 10, 2019
TD AMERITRADE, INC.
January 27, 2018 - September 10, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
January 9, 2018 - September 10, 2019
TD AMERITRADE, INC.
July 26, 2016 - January 9, 2018
SCOTTRADE, INC.
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/5/2026)
(8/5/2026)
Exams
FINRA
Current Firm
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/26/2026 | ||
| 03/28/2025 | ||
| 11/21/2023 |
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.
