Jeffrey Watson
Rialto Wealth Management · Syracuse, New York
Jeffrey Watson is a fee-only financial advisor at Rialto Wealth Management in Syracuse, New York. Rialto Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Rialto Wealth Management |
|---|---|
| Based in | Syracuse, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $625.9M across 1,207 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5676423 |
| Exams passed | Series 63 (2012) · Series 65 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Jeffrey's firm compares
- Rialto Wealth Management's average account is about $519,000, from its Form ADV (assets managed divided by 1,207 accounts).
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Questions about Jeffrey
Is Jeffrey Watson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Rialto Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Rialto Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Watson based?
Jeffrey Watson is based in Syracuse, New York.
Is Jeffrey Watson registered with the SEC?
Yes. Jeffrey Watson is registered as an investment adviser representative in NY (CRD 5676423), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rialto Wealth Management manage?
Rialto Wealth Management reports $625.9M across 1,207 accounts in assets under management.
How do I contact Jeffrey Watson?
Contact details aren't on file yet. Search for Rialto Wealth Management.
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
- 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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