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Philip Robert Henriquez Schemel

WELCY CAPITAL ADVISORS LLC·MIAMI, Florida
WELCY 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
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Philip Robert Henriquez Schemel is a registered financial advisor based in MIAMI, Florida, affiliated with WELCY CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WELCY CAPITAL ADVISORS LLC
WELCY CAPITAL ADVISORS LLC
AUM
$151M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WELCY CAPITAL ADVISORS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 6678535
Firm CRD# 154782
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip Robert Henriquez Schemel offer?
Philip Robert Henriquez Schemel specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
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, working with WELCY CAPITAL ADVISORS LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
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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Other Advisors at WELCY CAPITAL ADVISORS LLC

Carlos Zalles
MIAMI, FL
Gail Segal
MIAMI, FL
Alfredo Gonzalez
MIAMI, FL
Miguel Angel Casanova
MIAMI, FL
Jaime Perez
MIAMI, FL
Nicolas Zalles
MIAMI, FL

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Research
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