Mark Watkinson has been Chief Operating Officer of Watkinson Capital Advisors since April 2017, is a control person of the firm and directly owns between 10% and 25% of it. Mark Watkinson holds a BA in Marketing from West Chester University.
Watkinson Capital Advisors LLC is a Berwyn, PA firm with $124M under management, 92 clients and 3 advisers in one office, as of its September 2026 filing.
Mark C. Watkinson is Chief Operating Officer of Watkinson Capital Advisors. He serves as Chief Operating Officer and Co-Portfolio Manager at the firm. He works with clients and builds custom municipal bond portfolios. He started his financial services career in 2006 at The Hartford, followed by CMG Capital Management Group and A.H. Williams & Co., a boutique municipal bond RIA.
Mark Watkinson’s longest registration is the current one, 9 years at Watkinson Capital Advisors since 2017. Before joining Watkinson Capital Advisors in 2017, Mark Watkinson was registered through A.h. Williams & Company, L.P.
- – present · 9 yearsBerwyn, PA · Adviser representative · Firm CRD 151862
- A.h. Williams & Company, L.P.– · 4 yearsOcean City, NJ · Adviser representative · Firm CRD 123682
- – · 1 yearKing of Prussia, PA · Adviser representative · Firm CRD 151862
Investment adviser representative registrations
Mark Watkinson is registered as an investment adviser representative in Pennsylvania, since August 2017.
- PennsylvaniaSince 28 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 February 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 February 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mark Christian Watkinson
- CRD
- 5349275
- Firm
- Watkinson Capital Advisors · CRD 151862
- Role
- Chief Operating Officer
- Office
- 1273 E. LANCASTER AVE, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- watkinsoncap.com
Where does Mark Watkinson work?
Mark Watkinson has been Chief Operating Officer of Watkinson Capital Advisors LLC since April 2017, and is a control person of the firm.
Is Mark Watkinson a financial advisor?
Yes. Mark Watkinson has a current investment-adviser registration in Pennsylvania, through Watkinson Capital Advisors since August 2017.
How many years of experience does Mark Watkinson have?
Mark Watkinson has 15 years in the financial industry, since November 2010, across 2 adviser firms.
What exams has Mark Watkinson passed?
Mark Watkinson has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 2009.
Where did Mark Watkinson work before Watkinson Capital Advisors?
Before Watkinson Capital Advisors, Mark Watkinson was registered through A.h. Williams & Company, L.P., June 2012 to April 2017.
Where is Mark Watkinson based?
Mark Watkinson’s registered office is in Berwyn, PA.
Is Mark Watkinson registered with FINRA?
No. Mark Watkinson has no current broker registration.
How can I verify Mark Watkinson’s record?
Search CRD 5349275 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Watkinson’s full registration record.
