Unclaimed Profile

Robert Vincent Welch

CITY SECURITIES CORPORATION·INDIANAPOLIS, Indiana

CITY SECURITIES CORPORATION

30 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN 46204-3573CRD# 4191143Firm CRD# 1459

Profile Verification

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

Identity

Robert Vincent Welch · INDIANAPOLIS, IN

Registration

CRD #4191143 · CITY SECURITIES CORPORATION

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CITY SECURITIES CORPORATION

AUM

$949M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4191143

Firm CRD# 1459

View on FINRA BrokerCheck →

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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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