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Tracy L Welch

Clarendon Private LLC

Boston, MA

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Current Employers
Clarendon Private Llc

131 Clarendon Street 4Th Floor, Boston, MA 02116-5131 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-05-19
  • MA RA
    APPROVED
    Since 2022-05-19

Branch Locations

131 Clarendon Street 4Th Floor, Boston, MA 02116-5131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Credit Suisse Securities (Usa) Llc Boston MA 07/2000 05/2019
Eaton Vance Wateroak Advisors Boston MA 05/2019 09/2021
Clarendon Private Llc Boston MA 10/2021 Present
Brookline Bancorp, Inc. Boston MA 09/2021 10/2021
  • 07/2000 → 05/2019
    Credit Suisse Securities (Usa) Llc
    Boston, MA
  • 05/2019 → 09/2021
    Eaton Vance Wateroak Advisors
    Boston, MA
  • 10/2021 → Present
    Clarendon Private Llc
    Boston, MA
  • 09/2021 → 10/2021
    Brookline Bancorp, Inc.
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-17
S63 Uniform Securities Agent State Law Examination 2000-10-04
  • S65 Uniform Investment Adviser Law Examination
    2022-05-17
  • S63 Uniform Securities Agent State Law Examination
    2000-10-04
Other Names
  • Tracy Lind Welch

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
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GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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