Unclaimed Profile

Henry Marshall Clay

THE WELCH GROUP, LLC·BIRMINGHAM, Alabama

Series 65Clean record14 years registeredTHE WELCH GROUP, LLC

3940 MONTCLAIR RD, BIRMINGHAM, AL 35213CRD# 6081892Firm CRD# 111273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Henry Marshall Clay · BIRMINGHAM, AL

Registration

CRD #6081892 · THE WELCH GROUP, LLC · 14 years registered

Brand Profile

Not yet started

Career History

THE WELCH GROUP, LLC

Mar 2018 – present

WELCH INVESTMENTS, LLC

Dec 2012 – Mar 2018

BIRMINGHAM, AL

THE WELCH GROUP, LLC

Aug 2012 – Dec 2012

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 6, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE WELCH GROUP, LLC

CRD 111273 · SEC 801-56254

AUM

$2.8B

Regulatory assets under management

Employees

3,957 client accounts

Services offered by THE WELCH GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE WELCH GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Henry Marshall Clay offer?

Henry Marshall Clay specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Henry Marshall Clay's credentials?

Henry Marshall Clay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Henry Marshall Clay located?

Henry Marshall Clay is based in BIRMINGHAM, Alabama, working with THE WELCH GROUP, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Henry Marshall Clay charge for services?

Henry Marshall Clay's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE WELCH GROUP, LLC?

THE WELCH GROUP, LLC has approximately 23 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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