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David Lee Watson

Montag & Caldwell, LLC

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About David Lee Watson

David Lee Watson is a registered Investment Advisor Representative with Montag & Caldwell, LLC and Advocacy Wealth Management, LLC. David has been in the financial services industry since 1997 and holds the Series 63, 65, and 24 licenses. David is a Chartered Financial Analyst. David has experience in portfolio management for individuals, businesses, and pooled investment vehicles. David has a proven track record of success in providing investment advice and financial planning services to a wide range of clients.

Firm Information

David Watson is currently registered with Montag & Caldwell, LLC. Montag & Caldwell, LLC is an investment advisor headquartered in Atlanta, GA, managing over $683 million in assets for a variety of clients, including individuals, corporations, charitable organizations, and pooled investment vehicles. They offer portfolio management services and participate in wrap fee programs. Their website can be accessed at http://www.montag.com.
Montag & Caldwell, LLC

3455 PEACHTREE RD NE STE 1500

ATLANTA, GA 30326-3280

$683.50M

Assets Under Management

5

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Watson’s Registration & Firm History

GA

10/06/1999 - Present

Montag & Caldwell, LLC (ATLANTA GA)

GA

01/02/2002 - 12/31/2006

ASTON FUNDS DISTRIBUTORS, INC. (ATLANTA GA)

ME

04/19/1999 - 01/02/2002

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

NY

09/12/1997 - 03/19/1999

PRINCETON FUNDS DISTRIBUTOR, INC. (NEW YORK NY)

GA

03/30/1994 - 07/19/1994

SUNTRUST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 08/15/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/1994

Series 24 - General Securities Principal Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lee Watson.
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