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Gregory Scott Watson Mr.

WATSON CAPITAL MANAGEMENT
Evergreen, CO
·CRD# 728492·45 years experience

Professional Summary

Gregory Scott Watson MR., who also goes by Greg Watson, is a registered financial advisor currently at WATSON CAPITAL MANAGEMENT, INC. located in Evergreen, Colorado. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Gregory has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Greg Watson

Blog Corner

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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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Years of Experience

45 years in the financial services industry

Current & Past Employments

WATSON CAPITAL MANAGEMENT, INC.·CRD# 115354
RIA
Evergreen, CO
February 8, 1996 - Present
ARUNDEL SECURITIES, INC.·CRD# 13050
BD
July 22, 1986 - December 8, 1987
FERRIS, BAKER WATTS, LLC·CRD# 285
BD
February 16, 1984 - September 24, 1984
THOMSON MCKINNON SECURITIES INC.·CRD# 829
BD
April 13, 1981 - March 11, 1982

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Current Firm

WC
WATSON CAPITAL MANAGEMENT, INC.

WATSON CAPITAL MANAGEMENT, INC.

CRD#: 115354 / SEC#: 801-62914
RIA
Registered Investment Advisory firm - SEC (7/13/2012 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (4/22/2026 Approved)
District of Columbia
Registered Investment Advisory firm - District of Columbia (6/27/2012 Approved)
Maryland
Registered Investment Advisory firm - Maryland (4/26/2012 Approved)
Texas
Registered Investment Advisory firm - Texas (3/24/2004 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (6/19/2012 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Evergreen, CO

Mailing Address

1717 K Street, Nw Suite 900, Washington, DC 20006

Phone Number

(202) 333-6270

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

88

AUM (Assets Under Management)

$85,348,695

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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.

I AM THE PRESIDENT OF AN INVESTMENT ADVISORY FIRM BEGUN AFTER 2/95 (WATSON CAPITAL MANAGEMENT, INC.) WATSON CAPITAL MANAGEMENT, INC. IS AN INVESTMENT ADVISORY FIRM OFFERING EQUITY, FIXED-INCOME AND BALANCED INVESTMENT MANAGEMENT SERVICES TO INDIVIDUALS AND INSTITUTIONS. I DEVOTE 100% OF MY PROFESSIONAL TIME (MORE THAN 40 HOURS PER WEEK) TO THE MANAGEMENT OF THE FIRM. MY DUTIES INCLUDE ALL ADMINISTRATIVE, MANAGEMENT AND INVESTMENT-RELATED ACTIVITIES -- AS I AM CURRENTLY THE ONLY PRINCIPAL OF THE FIRM. THE MAJORITY OF MY WORKING HOURS ARE DURING SECURITIES TRADING HOURS.

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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.
IAR
Colorado
(4/22/2026)
IAR
District of Columbia
(6/28/2012)
IAR
Maryland
(4/3/2012)
IAR
Virginia
(6/19/2012)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1981About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Apr 1981About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Watson MR.'s CRS (Customer Relationship Summary).

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