Robert Watson Stevens
Financial advisor at First Command Advisory Services · Fort Worth, TX
Last updated 2026-10-10
Claim your profileRobert Watson Stevens is a financial advisor at First Command Advisory Services in Fort Worth, TX, CRD 7929145. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2025-06-11.
Registration
- CRD number
- 7929145
- Registration status
- Active
- IAPD registration
- 2025-06-11
- Industry Experience
- 1 year
- Work Experience
- 11 years
- States registered
- TN
Licenses and exams
- Series 63
- Series 65
Work history
- 2024-05 to 2025-06 · First Command Brokerage Services, Inc · Fort Worth, TX
- 2022-07 to 2025-06 · U.S. Army · Fort Campbell, KY
- 2019-07 to 2022-07 · U.S. Army · Fort Benning, GA
- 2015-02 to 2019-07 · U.S Army · Fort Hood, TX
- 2025-06 to Present · First Command Brokerage Services, Inc · Fort Worth, TX
- 2025-06 to Present · First Command Brokerage Services, Inc · Fort Worth, TX
- 2025-06 to Present · First Command Insurance Services, Inc. · Fort Worth, TX
Current employment
- First Command Advisory Services · Fort Worth, TX
First Command Advisory Services
- Regulatory AUM
- $24,429,418,155
- Registered advisors
- 1,012
- Offices
- 749
- Clients per advisor
- 112.2 (Moderate)
- Average AUM per client
- $215.1K (Low)
- High-net-worth client ratio
- 3.4% (Low)
First Command Advisory Services: advisors, services and reported ETF investments
About
Robert Watson Stevens is a financial advisor at First Command Advisory Services in Fort Worth, TX. Reported securities licenses include Series 63 and Series 65. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include First Command Brokerage Services, Inc, First Command Insurance Services, Inc., U.S. Army, U.S Army, among others.
SEC disclosures list additional business and community activities: Name Of The Other Business: Rental Property Whether The Business Is Investment-Related: No Address Of The Other Business: 1498 Fredrick Dr: , clarksville, tn, 37042 nature of the other business: real estate/rental property your position, title, or relationship with the other business: landlord the start date of your relationship: jan 26, 2026 the approximate number of hours/month you devote to the other business: 1 to 5 the number of hours you devote to the other business during securities trading hours: none briefly describe your duties relating to the other business: will be using previous residence as a future rental property.
First Command Advisory Services' firm-level Form ADV reports 1,012 advisors across 749 offices; approximately 112.2 clients per advisor, average assets per client of $215,065, and regulatory AUM of $24.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $16.3B across 173 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Watson Stevens personally.
Reported ETF positions
First Command Advisory reports 173 ETF positions worth $16.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $6.5B |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $2B |
| QQQM — Invesco NASDAQ 100 ETF | $1.4B |
| IJH — iShares Core S&P Mid-Cap ETF | $1.2B |
| IJR — iShares Core S&P Small-Cap ETF | $980.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
First Command Advisory's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $22.9K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $2B | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | BSCY — Invesco BulletShares 2034 Corporate Bond ETF | $206.6K | Top 99.6% | Residual alpha +0.56% · Residual Sharpe 0.09 |
| Diversification Benefits | VFLO — VictoryShares Free Cash Flow ETF | $2.4K | Top 96.2% | Replicability (R²) 76.1% · Residual Sharpe 0.48 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by First Command Advisory Services on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Insurance Company or Agency
Location
1 Firstcomm Plaza, Fort Worth, TX 76109
1,011 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Robert Watson Stevens?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.