Unclaimed Profile

Anthony Warren Welch

SIGNATUREFD, LLC·ATLANTA, Georgia

Series 65Clean record14 years registeredSIGNATUREFD, LLC

1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 6028631Firm CRD# 112758

Profile Verification

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

Identity

Anthony Warren Welch · ATLANTA, GA

Registration

CRD #6028631 · SIGNATUREFD, LLC · 14 years registered

Brand Profile

Not yet started

Career History

SIGNATUREFD, LLC

Aug 2018 – present

NED DAVIS RESEARCH, INC.

Jul 2012 – Apr 2019

VENICE, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 30, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATUREFD, LLC

CRD 112758 · SEC 801-60393

AUM

$7.2B

Regulatory assets under management

Employees

108

9,871 client accounts

Services offered by SIGNATUREFD, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

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 SIGNATUREFD, LLC →

Introduction

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Frequently Asked Questions

What services does Anthony Warren Welch offer?

Anthony Warren Welch specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia 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 ATLANTA, Georgia, working with SIGNATUREFD, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Anthony Warren Welch charge for services?

Anthony Warren Welch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATUREFD, LLC?

SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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