Robert Welch, financial advisor Wilmington DE

Robert Welch

CRD Number: 3070192
Current Firm: Veery Capital, LLC

Robert Welch (CRD# 3070192) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Avenue 1 Advisors, LLC Wilmington, DE Sep 2019 - Current 2
Purshe Kaplan Sterling Investments, Inc. Wilmington, DE Oct 2018 - Current 3
Bluerock Avenue One Wilmington, DE Jan 2013 - Current 8
Cambridge Investment Research, Inc. Fairfield, IA Jan 2013 - Oct 2018 5
Cpa Financial Group, LLC Merchantville, NJ Nov 2007 - Nov 2012 5
Commonwealth Financial Network Waltham, MA Nov 2007 - Nov 2012 5
Cpa Financial Group, LLC Merchantville, NJ Jan 2003 - Aug 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Robert B. Welch
Phone Number: (302) 660-3350
Registered State(s):
  • DE
  • LA
  • PA
By the Numbers
  • Total Assets Under Management
    643
    MILLIONS
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $775,342
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

DE, FL, LA, MD, NJ, PA, TX, VA

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