Ruby Kate Watson
Investment Adviser Representative at Koss-olinger Consulting, LLC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ruby Kate Watson is an investment adviser representative with Koss-olinger Consulting, LLC. in Gainesville, FL, where they have been registered since 2026, the year they entered the securities industry. They have passed the SIE exam. They are registered to provide investment advice in Florida.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Gainesville Soccer AllianceOct 2020 – Jan 2021Gainsville, FL
- Spurrier's Gridiron GrilleMay 2021 – Apr 2022Gainesville, FL
- Koss-olinger Consulting, LLCMay 2023 – May 2025Gainesville, FL
- Koss-olinger Consulting, LLCMay 2025 – Dec 2025Gainesville, FL
- Koss-olinger Consulting, LLCJan 2026 – no end date reportedGainesville, FL
- Buchholz High SchoolAug 2017 – May 2021Gainesville, FL
- University of FloridaAug 2021 – May 2025Gainesville, FL
- Oak View Middle SchoolAug 2014 – Jun 2017Newberry, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Koss-olinger Consulting, LLC.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $2,000,000 (waivable)
- $1 to $2,000,0000.95%
- $2,000,001 to $5,000,0000.70%
- $5,000,001 to $10,000,0000.50%
- $10,000,001 to $20,000,0000.43%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management services including business sales, legacy planning, and multi-generational planning through The Wealth Navigator System™, delivered by a team of advisors rather than a single advisor
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 19
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Gainesville, FL
- SEC file number:
- 801-58175
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at Koss-olinger Consulting, LLC.
Showing 12 of 19 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ruby Kate Watson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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