William Watkinson has been President & CEO, CCO, Co-CIO of Watkinson Capital Advisors since September 2009, is a control person of the firm and directly owns between 50% and 75% of it. William Watkinson holds a Bachelor of Science in Marketing from St. Joseph's 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.
William J. Watkinson is CEO, President, Co-CIO of Watkinson Capital Advisors. He founded the RIA in 2009 to deliver municipal bonds to individual investors through a buy wholesale, sell retail process. He has over 43 years of experience in fixed income, including E.F. Hutton & Co. (1977-1988), Prudential Securities (1988-1998), Pennsylvania Merchant Group (1998-2001), Advest, Inc. (2001-2004) and Penn Liberty Bank (2004-2009).
William Watkinson’s longest registration is the current one, 16 years at Watkinson Capital Advisors since 2009. Before joining Watkinson Capital Advisors in 2009, William Watkinson was registered through Uvest Financial Services Group, Inc.
- – present · 16 yearsBerwyn, PA · Adviser representative · Firm CRD 151862
- Uvest Financial Services Group, Inc.– · under a yearWayne, PA · Adviser representative · Firm CRD 13787
Investment adviser representative registrations
William Watkinson is registered as an investment adviser representative in Pennsylvania, since November 2009.
- PennsylvaniaSince 13 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 August 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 September 1982 |
| Series 5 | Interest Rate Options Examination | 16 October 1981 |
| PC | AMEX Put and Call Exam | 31 August 1977 |
| Series 1 | Registered Representative Examination | 10 March 1969 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Interest Rate Options Examination
- Name
- AMEX Put and Call Exam
- Name
- Registered Representative Examination
- Full name
- William John Watkinson
- CRD
- 459946
- Firm
- Watkinson Capital Advisors · CRD 151862
- Role
- President & CEO, CCO, Co-CIO
- Office
- 1273 E. LANCASTER AVE, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- watkinsoncap.com
Where does William Watkinson work?
William Watkinson has been President & CEO, CCO, Co-CIO of Watkinson Capital Advisors LLC since September 2009, and is a control person of the firm.
Is William Watkinson a financial advisor?
Yes. William Watkinson has a current investment-adviser registration in Pennsylvania, through Watkinson Capital Advisors since November 2009.
How many years of experience does William Watkinson have?
William Watkinson has 17 years in the financial industry, since July 2009, across 2 adviser firms.
What exams has William Watkinson passed?
William Watkinson has passed 5 licensing exams: the Series 1, PC, Series 5, Series 63 and Series 65. The earliest, the Series 1, was passed in March 1969.
Where did William Watkinson work before Watkinson Capital Advisors?
Before Watkinson Capital Advisors, William Watkinson was registered through Uvest Financial Services Group, Inc., May 2009 to September 2009.
Where is William Watkinson based?
William Watkinson’s registered office is in Berwyn, PA.
Is William Watkinson registered with FINRA?
No. William Watkinson has no current broker registration.
How can I verify William Watkinson’s record?
Search CRD 459946 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Watkinson’s full registration record.
