Chief Executive Officer/cco · Origin Investment Advisory LLC
Matthew P. Watson
CRD 6092241 · Named on Form ADV at one SEC-registered adviser
At a glance
Origin Investment Advisory LLC, an SEC-registered wealth manager with $35 million in regulatory assets, lists Matthew P. Watson on its Form ADV as Chief Executive Officer/cco, a control person.
Firms and roles
- Origin Investment Advisory LLCChief Executive Officer/ccoWealth manager · United States · $35M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.