David Watson
David Watson is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Chesterfield, MO, with 39 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
14567 N Outer Forty Rd, Suite 110, Chesterfield, MO, 63017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the owner and president of D. A. Watson & Company, an insurance agency, dedicating nearly full-time hours to providing investment, insurance, and planning services. He also serves in various roles, including council member for the Finance Council-Archdiocese of St Louis, Chairman of the Board of Trustees for the St. Louis Archdiocesan Fund, Trustee for The Watson Living Trust, and Member of The Blue Chip Consortium, LLC, an insurance agency.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Pines Wealth Management, LLC
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.