Matthew Welsh (CRD# 2187819) is an Investment Advisor Representative working at Godshalk Welsh Capital Management, Inc. in Radnor, PA and has over 32 years of experience in the finance industry. Matthew Welsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eric M. Godshalk & Company | Radnor, PA | Jan 2008 - Current | 16 |
| Ust Securities Corp. | New York, NY | Aug 2003 - Current | 20 |
| U.s. Trust Company | New York, NY | Dec 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1994 |
- PA
- TX
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Total Assets Under Management255MILLIONS
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Total Number of Accounts251ACCOUNTS
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Average Account Value$1,016,968
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, DE, FL, NJ, NY, PA, TX
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