Elizabeth Watson
Elizabeth Watson is a registered investment advisor at Osaic Wealth, INC., based in Brookfield, CT, with 13 years of industry experience. Elizabeth 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
14 Fairfield Dr #107, Brookfield, CT, 06804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Elizabeth is the owner and wealth manager at SYFG, providing financial planning, advisory, and securities services, taking about half of her time. She also provides various types of insurance, including life, disability, LTC, and Medicare, dedicating about a quarter of her time. Additionally, Elizabeth mentors women in leadership roles within a church setting, spending a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Questar Capital CorporationBroker
Ameritas Investment CORP.Broker
Ccf Investments, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
1851 Securities, INCBroker
State Registrations10 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.