Thomas Welsh, financial advisor Cleveland OH
93 score

Thomas Welsh

CRD Number: 6013265
Current Firm: Pnc Capital Advisors LLC

Thomas Welsh (CRD# 6013265) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Cleveland, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Funds Distributor, LLC Cleveland, OH Oct 2017 - Current < 1
Pnc Capital Advisors, LLC Cleveland, OH Sep 2017 - Current < 1
Pnc Investments Cleveland, OH Nov 2015 - Aug 2017 1
Pnc Investments Strongsville, OH Aug 2013 - Nov 2015 2
Pnc Bank Strongsville, OH Aug 2013 - Nov 2015 2
Unemployment Compensation North Royalton, OH Mar 2013 - Aug 2013 < 1
Key Investment Services LLC Cleveland, OH Jan 2012 - Mar 2013 1
Keybank Strongsville, OH Nov 2007 - Mar 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Thomas Welsh
Phone Number: 410-237-5683
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    48,659
    MILLIONS
  • Total Number of Accounts
    12,023
    ACCOUNTS
  • Average Account Value
    $4,047,123
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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