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Employer firm

Hazlett, Burt & Watson, Inc. CRD 396

$1.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hazlett, Burt & Watson, Inc.

1300 Chapline Street, Wheeling, WV 26003 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2006-03-31
  • WV RA
    APPROVED
    Since 2006-03-31

Branch Locations

Paden City, WV • United States

1300 Chapline Street, Wheeling, WV 26003 • United States

179 East Main Street First Floor, Barnesville, OH 43713 • United States

1300 Chapline Street, Wheeling, WV 26003 • United States

1300 Chapline Street, Wheeling, WV 26003 • UNITED STATES

1300 Chapline Street, Wheeling, WV 26003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hazlett, Burt & Watson, Inc. Wheeling WV 10/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-08-26
S63 Uniform Securities Agent State Law Examination 2001-05-25
  • S65 Uniform Investment Adviser Law Examination
    2005-08-26
  • S63 Uniform Securities Agent State Law Examination
    2001-05-25

View on SEC IAPD

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