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Michael James Welsh

Welsh Financial & Accounting Services,LLC

Sykesville, MD

CRD 2807360

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Employer firm

Welsh Financial & Accounting Services,LLC CRD 142893

1-10 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Welsh Financial & Accounting Services,Llc

1107 King Arthur Court, Sykesville, MD 21784 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-04-12
  • MD RA
    APPROVED
    Since 2022-04-12

Branch Locations

1107 King Arthur Court, Sykesville, MD 21784 • 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
Welsh Financial & Accounting Services, Llc Sykesville MD 07/1990 Present
  • 07/1990 → Present
    Welsh Financial & Accounting Services, Llc
    Sykesville, MD
Designations
  • Certified Financial Planner

View on SEC IAPD

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