Unclaimed Profile

Patricia Bryniarski Welsh

COMPASS CAPITAL CORPORATION·BRAINTREE, Massachusetts

SIE, Series 6, Series 63, Series 65Clean record21 years registeredCOMPASS CAPITAL CORPORATION

50 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184-8734CRD# 1673111Firm CRD# 112323

Profile Verification

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

Identity

Patricia Bryniarski Welsh · BRAINTREE, MA

Registration

CRD #1673111 · COMPASS CAPITAL CORPORATION · 21 years registered

Brand Profile

Not yet started

Career History

FOX HILL WEALTH MANAGEMENT

Dec 2022 – present

BECK BODE LLC

Apr 2016 – Nov 2022

DEDHAM, MA

PRIVATE ADVISOR GROUP, LLC

Jul 2014 – May 2016

DEDHAM, MA

COMPASS CAPITAL CORPORATION

Nov 2004 – May 2014

BRAINTREE, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · November 26, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS CAPITAL CORPORATION

CRD 112323 · SEC 801-21957

AUM

$591M

Regulatory assets under management

Employees

1,413 client accounts

Services offered by COMPASS CAPITAL CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPASS CAPITAL CORPORATION →

Introduction

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Frequently Asked Questions

What services does Patricia Bryniarski Welsh offer?

Patricia Bryniarski Welsh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are Patricia Bryniarski Welsh's credentials?

Patricia Bryniarski Welsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Bryniarski Welsh located?

Patricia Bryniarski Welsh is based in BRAINTREE, Massachusetts, working with COMPASS CAPITAL CORPORATION. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does Patricia Bryniarski Welsh charge for services?

Patricia Bryniarski Welsh'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 COMPASS CAPITAL CORPORATION?

COMPASS CAPITAL CORPORATION has approximately 15 employees and manages $591M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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