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Robert Vincent Welch

CITY SECURITIES CORPORATION·INDIANAPOLIS, Indiana
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30 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 46204-3573CRD# 4191143Firm CRD# 1459
01

About

Robert Vincent Welch is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with CITY SECURITIES CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CITY SECURITIES CORPORATION
CITY SECURITIES CORPORATION
AUM
$949M
Regulatory assets under management
Employees
84
Total firm employees
View all advisors at CITY SECURITIES CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4191143
Firm CRD# 1459
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Vincent Welch offer?
Robert Vincent Welch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Robert Vincent Welch's credentials?
Robert Vincent Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Vincent Welch located?
Robert Vincent Welch is based in INDIANAPOLIS, Indiana, working with CITY SECURITIES CORPORATION. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Robert Vincent Welch charge for services?
Robert Vincent 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 CITY SECURITIES CORPORATION?
CITY SECURITIES CORPORATION has approximately 84 employees and manages $949M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CITY SECURITIES CORPORATION

Donald Carroll Danielson
INDIANAPOLIS, IN
Jennifer Marie Haas
INDIANAPOLIS, IN
Michael Edward Bosway
INDIANAPOLIS, IN
Raymond Anthony Digaetano
INDIANAPOLIS, IN
Brian Lee Baker
INDIANAPOLIS, IN
James Allen Merten
INDIANAPOLIS, IN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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