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

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Retirement/Pension Products
• Stock
• 4 more

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

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