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Scott David Welch

CERTUITY, LLC·NORTH PALM BEACH, Florida
Unclaimed Profile
1295 US HIGHWAY ONE, NORTH PALM BEACH, FL 33408CRD# 4038356Firm CRD# 129505
01

About

Scott David Welch is a registered financial advisor based in NORTH PALM BEACH, Florida, affiliated with CERTUITY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CERTUITY, LLC
CERTUITY, LLC
AUM
$4.0B
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at CERTUITY, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4038356
Firm CRD# 129505
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott David Welch offer?
Scott David Welch specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in NORTH PALM BEACH, Florida for a consultation.
What are Scott David Welch's credentials?
Scott David Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott David Welch located?
Scott David Welch is based in NORTH PALM BEACH, Florida, working with CERTUITY, LLC. Their office serves clients in the NORTH PALM BEACH metropolitan area and surrounding communities.
How does Scott David Welch charge for services?
Scott David 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 CERTUITY, LLC?
CERTUITY, LLC has approximately 41 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTH PALM BEACH
Leonidas Carter Mecham — CERTUITY, LLCWilliam N Thorndike — CERRALVO PARTNERS LLCPeter Nmn Scholla — GLOBAL INVESTMENT ADVISER LCJutta Marianne Scholla — GLOBAL INVESTMENT ADVISER LCAndrew Jackson Armstrong — HEATHLAND ASSET MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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