firm profile
Hazlett, Burt & Watson, Inc.
Overview
Hazlett, Burt & Watson, Inc. is a Broker Dealer and registered investment adviser based in Wheeling, WV, registered since 1973. It reports $1.4B in assets under management across 2,399 accounts, with 20 employees. Its 22 registered representatives work across 4 branch offices in 3 states.
- Reported AUM
- $1.4B
- Discretionary
- 54%
- Accounts
- 2,399
- Average account
- $579K
- Employees
- 20
- Registered reps
- 22
- Branch offices
- 4
- Registered since
- 1973
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
- Products and services
Executive officers 3 of 6
- Jason Lee Marsh Chairperson, Chief Executive Officer, Director CRD 4792963
- Timothy Morgan Bidwell Executive Vice President, Chief Financial Officer, Chief Compliance Officer CRD 4296834
- George Sperry Weaver III Senior Executive Vice President, Director CRD 1061710
3 more executive officers, with direct contact details
Registered reps 3 of 22
- Craig W Allen Registered Rep CRD 7752509
- Michael T Barickman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1535665
- Timothy Morgan Bidwell Registered Rep · Investment Adviser Rep CRD 4296834
19 more registered reps, with emails, phones and branch locations
Location
- Headquarters
- 1300 Chapline St
Wheeling, WV 26003 - County
- Ohio
- Metro area
- Wheeling, WV-OH
- Region
- South
- Branch offices
- 4 in 3 states, including Barnesville, OH, Lancaster, PA and Vienna, WV
Registrations
- SEC registered, corporation formed in West Virginia
- Registered in 38 jurisdictions
- Website: hazlettburt.com
Every state, with registration dates
Similar firms near Wheeling
- United Brokerage Services, IncParkersburg, WV74 reps
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