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Paul Eric Watson

Snowden Capital Advisors LLC

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About Paul Eric Watson

Paul Eric Watson is a financial advisor with over 30 years of experience in the industry. Paul is a Vice President at Snowden Capital Advisors LLC and manages a team of professionals providing comprehensive financial planning and investment management services to a diverse clientele. Paul has held positions with some of the industry's leading firms, including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Paul is registered with the Securities and Exchange Commission and is also a registered investment advisor in several states.

Firm Information

Paul Watson is currently registered with Snowden Capital Advisors LLC. Snowden Capital Advisors LLC is an investment advisor based in NEW YORK, NY. They have 77 licensed agents, 93 investment advisor representatives, and 117 registered representatives. The firm manages approximately $5,932,368,220 in assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit sharing plans, and charitable organizations. They offer financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They participate in wrap fee programs.
Snowden Capital Advisors LLC

540 MADISON AVE.

NEW YORK, NY 10022

$5.93B

Assets Under Management

7

Total Clients

112

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Paul Watson’s Registration & Firm History

MD

01/15/2015 - Present

Snowden Capital Advisors LLC (BALTIMORE MD)

MD

11/17/2010 - 10/06/2014

UBS FINANCIAL SERVICES INC. (BALTIMORE MD)

MD

10/03/2001 - 11/19/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)

NY

09/12/1997 - 09/27/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/31/1993 - 09/23/1997

SMITH BARNEY INC. (NEW YORK NY)

NY

07/28/1993 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/07/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1993

Series 3 - National Commodity Futures Examination

BC

Issued 07/20/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Eric Watson.
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