Richard Welch, financial advisor Pocono Pines PA

Richard Welch

CRD Number: 5955239
Current Firm: Academy Wealth Advisers, LLC
Compensation Model: Fee Only

Richard Welch  (Rick) (CRD# 5955239) is a Wealth Advisor and the Chief Investment Officer of Academy Wealth Advisers, LLC. I specialize in providing investment advice, portfolio management, diversification and asset allocation strategies. We are located in Bucks County, Pennsylvania, near the City of Philadelphia, and serve clients across the Mid Atlantic region. I serve the needs of many different types of clients, including soon-to-retire and retired, moderate to high net worth individuals, couples and families, businesses, trusts, private business owners and corporate executives. I personally manage all client relationships, portfolio management services, investment research, performance reporting, compliance and marketing. I hold FINRA Licenses Series 63 and 65 and Pennsylvania Life Insurance and Variable Licenses.

 

From 1981 to 1986 I proudly served on active duty as an Officer in the United States Marine Corps.

 

Prior to founding this firm, I had extensive corporate ownership experience. I was the cofounder of RIMIRO Corporation which would become a fully integrated municipal waste collection, landfill and recycling company. RIMIRO and its subsidiaries were merged into Waste Management, Inc. I was also the President and a shareholder of Minuteman Lubricants, an industrial lubricant manufacturer with operations in Pennsylvania, Ohio and West Virginia. Minuteman was merged into Agip Petroli, S.p.A., a subsidiary of Italian multinational oil and gas company, ENI, S.p.A. I also have extensive experience as a real estate investor.

 

I have been married 30 years and have three grown children. I currently serve on the Board of Directors of Heritage Conservancy which is an accredited conservation organization that specializes in open space conservation, natural resource protection and historic structure preservation.

 

As a midshipman, I was an offensive lineman on the Navy football team. As an alumnus, I am a regular at the Army-Navy football game.

 

 

 

 

 

 

 

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Company Name Location Dates Years
Academy Wealth Advisors Newtown, PA Jun 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Richard M. Welch
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