Derrick Watson
Stonebridge Capital Advisors · Greenwood Village, Colorado
Derrick Watson is a fee-only financial advisor at Stonebridge Capital Advisors in Greenwood Village, Colorado, who holds the CFP credential. Derrick charges a percentage of assets.
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Facts
| Firm | Stonebridge Capital Advisors |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model | Percentage of assets |
| Assets under management | $2.52B across 3,151 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5117749 |
| Exams passed | Series 63 (2006) · Series 66 (2007) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | stonebridgecap.com |
| Profile |
How Derrick's firm compares
- Stonebridge Capital Advisors's average account is about $800,000, from its Form ADV (assets managed divided by 3,151 accounts).
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Questions about Derrick
Is Derrick Watson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derrick holds no broker registration, and Stonebridge Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derrick charge for financial advice?
Derrick charges a percentage of assets.
Where is Derrick Watson based?
Derrick Watson is based in Greenwood Village, Colorado.
What credentials does Derrick Watson hold?
Derrick Watson holds the CFP credential.
Is Derrick Watson registered with the SEC?
Yes. Derrick Watson is registered as an investment adviser representative in CO (CRD 5117749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonebridge Capital Advisors manage?
Stonebridge Capital Advisors reports $2.52B across 3,151 accounts in assets under management.
How do I contact Derrick Watson?
Through Derrick's website, stonebridgecap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stonebridge Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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