Investment adviser representative · Hb Wealth
Frank T. Waterson III
CRD 3094124 · Atlanta, GA
At a glance
Frank T. Waterson III is an investment adviser representative with Hb Wealth in Atlanta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Frank’s SEC record dates to 2003, about 23 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Hb WealthSince November 2021Atlanta, GA · $30B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Frank’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Hb Wealth
- Robin S. AikenAtlanta · Certified Financial Planner
- Nathan R. Allen IIIAtlanta
- Sean AndersonAtlanta
- Nzubechukwu AnunobiAtlanta · Certified Financial Planner
- Alexander H. ArnoldAtlanta
- Trent J. ArnoneAtlanta · Certified Financial Planner
- Lauren M. BaccariAtlanta · Certified Financial Planner
- Gregory F. BelattiAtlanta
Every advisor at Hb Wealth →Hb Wealth: assets, clients and custodians →Financial advisors in Atlanta, GA →Every Hb Wealth advisor in Atlanta →Advisor Moves: who changed firms this week →