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Anthony Warren Welch

SARASOTA CAPITAL STRATEGIES,INC.·OSPREY, Florida
Series 7, Series 24, Series 53, Series 66Clean record26 years registeredSARASOTA CAPITAL STRATEGIES,INC.
460 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229CRD# 2173192Firm CRD# 125951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Warren Welch · OSPREY, FL
Registration
CRD #2173192 · SARASOTA CAPITAL STRATEGIES,INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

SARASOTA CAPITAL STRATEGIES,INC.
Aug 2003 – present
WELCH & ASSOCIATES, INC.
May 2000 – Dec 2012
SARASOTA, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 53
Series 66
Registration record
First registered · May 10, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SARASOTA CAPITAL STRATEGIES,INC.
CRD 125951 · SEC 801-68409
AUM
$32M
Regulatory assets under management
Employees
4
153 client accounts
Services offered by SARASOTA CAPITAL STRATEGIES,INC.
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SARASOTA CAPITAL STRATEGIES,INC. →
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05

Frequently Asked Questions

What services does Anthony Warren Welch offer?
Anthony Warren Welch specializes in Investment Management, Fee-Only Advisory. Contact their office in OSPREY, Florida for a consultation.
What are Anthony Warren Welch's credentials?
Anthony Warren Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Warren Welch located?
Anthony Warren Welch is based in OSPREY, Florida, working with SARASOTA CAPITAL STRATEGIES,INC.. Their office serves clients in the OSPREY metropolitan area and surrounding communities.
How does Anthony Warren Welch charge for services?
Anthony Warren Welch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SARASOTA CAPITAL STRATEGIES,INC.?
SARASOTA CAPITAL STRATEGIES,INC. has approximately 4 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SARASOTA CAPITAL STRATEGIES,INC.

Ian Arthur Naismith
OSPREY, FL

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