Matthew Welsh, financial advisor Boynton Beach FL
90 score

Matthew Welsh

CRD Number: 5932439
Current Firm: Royal Alliance Associates, Inc.

Matthew Welsh (CRD# 5932439) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Boynton Beach, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Boynton Beach, FL Jul 2012 - Current 4
Florida State University Student Investment Fund Tallahassee, FL Aug 2011 - May 2012 < 1
Materetsky Financial Group Boynton Beach, FL May 2011 - Jul 2011 < 1
Full Press Apparel Tallahassee, FL Jan 2011 - Apr 2011 < 1
School Boynton Beach, FL Jul 2002 - Dec 2010 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Matthew J. Welsh
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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