Unclaimed Profile

Scott David Welch

CERTUITY, LLC·NORTH PALM BEACH, Florida

SIE, Series 4, Series 7, Series 24, Series 63Clean record26 years registeredCERTUITY, LLC

1295 US HIGHWAY ONE, NORTH PALM BEACH, FL 33408CRD# 4038356Firm CRD# 129505

Profile Verification

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

Identity

Scott David Welch · NORTH PALM BEACH, FL

Registration

CRD #4038356 · CERTUITY, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CERTUITY, LLC

Nov 2024 – present

FORTIGENT, LLC

Jun 2006 – Nov 2014

ROCKVILLE, MD

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Jan 2000 – Jun 2006

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Registration record

First registered · January 1, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CERTUITY, LLC

CRD 129505 · SEC 801-62580

AUM

$4.0B

Regulatory assets under management

Employees

3,286 client accounts

Services offered by CERTUITY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CERTUITY, LLC →

Introduction

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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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