Unclaimed Profile

Philip Robert Henriquez Schemel

WELCY CAPITAL ADVISORS LLC·MIAMI, Florida

Series 65Clean record9 years registeredWELCY CAPITAL ADVISORS LLC

1101 BRICKELL AVENUE, MIAMI, FL 33131CRD# 6678535Firm CRD# 154782

Profile Verification

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

Identity

Philip Robert Henriquez Schemel · MIAMI, FL

Registration

CRD #6678535 · WELCY CAPITAL ADVISORS LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WELCY CAPITAL ADVISORS LLC

WELCY CAPITAL ADVISORS LLC

May 2017 – Dec 2025

MIAMI, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 8, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

WELCY CAPITAL ADVISORS LLC

CRD 154782 · SEC 801-130588

AUM

$151M

Regulatory assets under management

Employees

19 client accounts

Services offered by WELCY CAPITAL ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WELCY CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Philip Robert Henriquez Schemel offer?

Philip Robert Henriquez Schemel specializes in Investment Management, Retirement Planning, Wealth Management.

What are Philip Robert Henriquez Schemel's credentials?

Philip Robert Henriquez Schemel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip Robert Henriquez Schemel located?

Philip Robert Henriquez Schemel is based in MIAMI, Florida, last registered with WELCY CAPITAL ADVISORS LLC.

How does Philip Robert Henriquez Schemel charge for services?

Philip Robert Henriquez Schemel's firm is compensated through percentage of aum, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELCY CAPITAL ADVISORS LLC?

WELCY CAPITAL ADVISORS LLC has approximately 10 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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