Ryan Steven Watt
Advisor at Arena Private Wealth — Upper Arlington, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
20 years
Location
Upper Arlington, OH
Arena Private Wealth
Team
Ryan Watt is a CFP® professional with 20 years of industry experience, currently serving at Arena Private Wealth. His prior roles include positions at Objective Capital Management, Mutual Securities, Fifth Third Securities, Fifth Third Bank, and Ameriprise. He is a board member of the Juvenile Diabetes Research Foundation’s Southern and Central Ohio Chapter. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering personalized strategies including covered-call approaches for concentrated equity positions. The firm employs a combination of fundamental, technical, and modern portfolio methods and sponsors proprietary investment funds with performance-based fees.
Based on Arena Private Wealth
Based on Arena Private Wealth
Financial planning fees for full written financial plan are provided with a written estimate prior to commencement; fee amounts vary per project.
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.60%
Select personnel receive commissions for sales of insurance products in individual capacities, not as ARENA representatives. No dual charge of commissions and management fees on same assets.
$250 per hour for financial planning consultations, negotiable depending on scope and complexity.
Performance-based fees for pooled investment vehicles and private funds, with negotiated fee structures set forth in fund offering documents; may include carried interest.
Upper Arlington, OH
Upper Arlington OH
Advisors at this office
1
Florida · Illinois · Ohio · Texas
20 years of industry experience
Objective Capital Management, LLC
2021 - 2025 • 4 years
Chicago, IL
Mutual Securities, Inc.
2021 - 2024 • 3 years
Camarillo, CA
Fifth Third Securities
2007 - 2021 • 14 years
Columbus, OH
FIFTH THIRD BANK
2007 - 2021 • 14 years
Columbus, OH
Ameriprise
2005 - 2006 • 1 year
Columbus, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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