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5 advisors near New York, NY
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Michael G
Series 63, Series 65, Series 66
New York, NY
Watts Capital Partners LLC
Michael George is a financial advisor at Watts Capital Partners LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Watts Capital Partners since 2016, following nine years at Global Arena Capital Corp. He serves as a co-trustee on a trust account alongside Chase Bank, a role he has held since 1984. Watts Capital Partners provides financial planning, wealth management, and investment management services to individuals, families, business owners, and institutional clients. The firm employs a core long-term investment approach supplemented by proprietary strategies and offers specialized services including business succession and cross-border tax planning.
Sandra T
Series 63, Series 65
New York, NY
Watts Capital Partners LLC
Sandra Turner is a financial advisor at Watts Capital Partners LLC in New York, NY, with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Watts Capital Partners since 2018, following six years at Atlantis Asset Management. Watts Capital Partners provides financial planning, wealth management, and investment management services to individuals, families, business owners, Gen X/Gen Y professionals, and select institutional clients. The firm employs a core long-term investment approach supplemented by proprietary equity and tactical growth strategies, alternative investments, and specialized services including business succession and cross-border tax planning.
Thomas W
CFA®, Series 63, Series 65
New York, NY
Watts Capital Partners LLC
Thomas Watts is a CFP® and CFA® with 14 years of industry experience. He has worked at Watts Capital Partners LLC since 2008 and previously at Watts Capital, LLC / Karbone Capital Markets, LLC from 2010 to 2019. Outside of his advisory role, Watts serves as Chief Investment Officer for WealthEdge Investment Advisors and is Managing Member of Radius Management, an investment company focused on high-speed broadband. Watts Capital Partners LLC provides financial planning, wealth management, and investment management services to individuals, families, business owners, and certain institutional clients. The firm employs a core long-term investment approach supplemented by proprietary equity and tactical growth strategies, and offers alternative investments and specialized services including business owner planning and cross-border tax considerations.
Franklin W
Series 63, Series 65
New York, NY
Watts Capital Partners LLC
Franklin Waung is a financial advisor at Watts Capital Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Catapult Systems and China Soft International. Outside of finance, he operates a translation service specializing in Chinese to English and is a partner at Cubic AI Technologies, where he manages partners' funds. Watts Capital Partners provides financial planning, wealth management, and investment management services to individuals, families, business owners, and institutional clients. The firm employs a long-term core investment approach supplemented by proprietary equity and tactical growth strategies and offers alternative investments and specialized services such as cross-border tax planning.
Ty B
Series 63, Series 65, Series 66
New York, NY
Watts Capital Partners LLC
Ty Buckelew is a financial advisor at Watts Capital Partners LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Edward Jones and Watts Capital Partners, where he has worked since 2017, and most recently at Arrowpoint Asset Advisors. Watts Capital Partners provides financial planning, wealth management, and investment management services to individuals, families, business owners, and institutional clients. The firm emphasizes tailored planning and employs a core long-term investment approach supplemented by proprietary equity and tactical growth strategies, alternative investments, and technical tools.
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5 advisors near New York, NY
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