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Frank G. Welch

QUARVE ASSOCIATES, LLC·STAMFORD, Connecticut
QUARVE ASSOCIATES, LLC
ONE ATLANTIC STREET, STAMFORD, CT 06901-2482CRD# 2869645Firm CRD# 112160

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank G. Welch · STAMFORD, CT
Registration
CRD #2869645 · QUARVE ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Frank G. Welch is a registered financial advisor based in STAMFORD, Connecticut, affiliated with QUARVE ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
QUARVE ASSOCIATES, LLC
QUARVE ASSOCIATES, LLC
AUM
$53M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at QUARVE ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2869645
Firm CRD# 112160
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frank G. Welch offer?
Frank G. Welch specializes in Financial Planning, Investment Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Frank G. Welch's credentials?
Frank G. Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank G. Welch located?
Frank G. Welch is based in STAMFORD, Connecticut, working with QUARVE ASSOCIATES, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Frank G. Welch charge for services?
Frank G. Welch's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUARVE ASSOCIATES, LLC?
QUARVE ASSOCIATES, LLC has approximately 1 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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