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Jeffrey Michael Welsh

BARD FINANCIAL SERVICES, INC.·BRANFORD, Connecticut
Unclaimed Profile
388 EAST MAIN STREET, BRANFORD, CT 06405CRD# 2281625Firm CRD# 110017
01

About

Jeffrey Michael Welsh is a registered financial advisor based in BRANFORD, Connecticut, affiliated with BARD FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BARD FINANCIAL SERVICES, INC.
BARD FINANCIAL SERVICES, INC.
AUM
$573M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BARD FINANCIAL SERVICES, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2281625
Firm CRD# 110017
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Michael Welsh offer?
Jeffrey Michael Welsh specializes in Investment Management, Fee-Only Advisory. Contact their office in BRANFORD, Connecticut for a consultation.
What are Jeffrey Michael Welsh's credentials?
Jeffrey Michael Welsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Welsh located?
Jeffrey Michael Welsh is based in BRANFORD, Connecticut, working with BARD FINANCIAL SERVICES, INC.. Their office serves clients in the BRANFORD metropolitan area and surrounding communities.
How does Jeffrey Michael Welsh charge for services?
Jeffrey Michael Welsh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARD FINANCIAL SERVICES, INC.?
BARD FINANCIAL SERVICES, INC. has approximately 6 employees and manages $573M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BRANFORD
Kenneth Steven Spitzbard — BARD FINANCIAL SERVICES, INC.Julie Cross Hoko — BARD FINANCIAL SERVICES, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
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