Reid Watson has been an investment adviser representative at Legacy Wealth Management since January 2024, and is not listed among the firm’s executive officers or direct owners. Reid Watson holds a B.B.A. in Managerial Finance and Banking & Finance from the University of Mississippi.
Legacy Wealth Management, LLC is a Ridgeland, MS firm with $459M under management, 97 clients and 3 advisers in one office, as of its July 2026 filing.
Reid Watson is Director & Portfolio Manager of Legacy Wealth Management, LLC. He joined Legacy as an Analyst, specializing in identifying, recommending and monitoring securities for client portfolios, and oversees planning and advisory activities for individuals and families. Before joining Legacy, he was an Assistant Vice President and Loan Officer at the Bank of Yazoo, where his duties included commercial, consumer and private client lending and assisting with management of the bank's fixed income portfolio.
- – present · 2 yearsRidgeland, MS · Adviser representative · Firm CRD 304659
Professional designations
Listed by Legacy Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Reid Watson is registered as an investment adviser representative in Mississippi, since January 2024.
- MississippiSince 2 January 2024
Examinations
No examinations are on Reid Watson’s record.
- Full name
- Reid Mathis Watson
- CRD
- 7832093
- Firm
- Legacy Wealth Management · CRD 304659
- Office
- 300 CONCOURSE BLVD, SUITE 102, Ridgeland, MS 39157
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mylegacy.ms
Where does Reid Watson work?
Reid Watson is an investment adviser representative registered through Legacy Wealth Management, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Reid Watson a financial advisor?
Yes. Reid Watson has a current investment-adviser registration in Mississippi, through Legacy Wealth Management since January 2024.
How many years of experience does Reid Watson have?
Reid Watson has 2 years in the financial industry, since January 2024, across 1 adviser firm.
Where is Reid Watson based?
Reid Watson’s registered office is in Ridgeland, MS.
Is Reid Watson registered with FINRA?
No. Reid Watson has no current broker registration.
Is Reid Watson a CFP?
Legacy Wealth Management lists Reid Watson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Reid Watson’s record?
Search CRD 7832093 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Reid Watson’s full registration record.
