Ronald WelzCRD Number: 3069432
Current Firm: Drum Hill Capital, LLC
Ronald Welz (CRD# 3069432) is an Investment Advisor Representative working at Drum Hill Capital, LLC in Norwalk, CT and has over 16 years of experience in the finance industry.
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
Karagosian Financial Services, Inc.
|Drum Hill Capital, LLC||Norwalk, CT||May 2014 - Current||3|
|Fidelity Investments Institutional Brokerage Group||Smithfield, RI||Sep 2001 - May 2014||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Mar 2002|
Total Assets Under Management159MILLIONS
Total Number of Accounts196ACCOUNTS
Average Account Value$809,330
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, MA, NH, NY, TX