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Ronald Scott Welz

DRUM HILL CAPITAL, LLC·WESTPORT, Connecticut
Series 6, Series 7, Series 63, Series 65Clean record11 years registeredDRUM HILL CAPITAL, LLC
1221 POST ROAD EAST, WESTPORT, CT 06880-3114CRD# 3069432Firm CRD# 123359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Scott Welz · WESTPORT, CT
Registration
CRD #3069432 · DRUM HILL CAPITAL, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

DRUM HILL CAPITAL, LLC
Nov 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · November 10, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DRUM HILL CAPITAL, LLC
CRD 123359 · SEC 801-66446
AUM
$169M
Regulatory assets under management
Employees
3
221 client accounts
Services offered by DRUM HILL CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DRUM HILL CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Ronald Scott Welz offer?
Ronald Scott Welz specializes in Financial Planning, Investment Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Ronald Scott Welz's credentials?
Ronald Scott Welz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Scott Welz located?
Ronald Scott Welz is based in WESTPORT, Connecticut, working with DRUM HILL CAPITAL, LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Ronald Scott Welz charge for services?
Ronald Scott Welz'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 DRUM HILL CAPITAL, LLC?
DRUM HILL CAPITAL, LLC has approximately 3 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Zachary Ross Olson
WESTPORT, CT
David Cleaves Nightingale
WESTPORT, CT

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