Unclaimed Profile

Stewart Henry Welch

THE WELCH GROUP, LLC·BIRMINGHAM, Alabama

Series 1, Series 7, Series 63, Series 65Clean record35 years registeredTHE WELCH GROUP, LLC

3940 MONTCLAIR RD, BIRMINGHAM, AL 35213CRD# 808380Firm CRD# 111273

Profile Verification

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

Identity

Stewart Henry Welch · BIRMINGHAM, AL

Registration

CRD #808380 · THE WELCH GROUP, LLC · 35 years registered

Brand Profile

Not yet started

Career History

THE WELCH GROUP, LLC

Jun 1991 – present

WELCH INVESTMENTS, LLC

Mar 2006 – Mar 2018

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 63

Series 65

Registration record

First registered · June 28, 1991

Years registered · 35

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

Speak with Stewart

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stewart is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stewart Henry Welch offer?

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

What are Stewart Henry Welch's credentials?

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

Where is Stewart Henry Welch located?

Stewart Henry Welch 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 Stewart Henry Welch charge for services?

Stewart Henry Welch'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →