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Michael David Welcher

Crownstone Advisory & Investment Corp

San Diego, CA

Atlanta, GA

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Current Employers
Crownstone Advisory & Investment Corp

3355 Lenox Road 10Th Floor, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-22
  • CA RA
    APPROVED
    Since 2026-05-22

Branch Locations

San Diego, CA • United States

3355 Lenox Road 10Th Floor, Atlanta, GA 30326 • 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
Envestim San Diego CA 10/2011 12/2020
Shoreline Partners, Llc San Diego CA 07/2020 02/2024
Pinnacle Private Advisors San Diego CA 03/2024 08/2025
Crownstone Advisory & Investment Corp New York NY 08/2025 Present
Crownstone Advisory & Investment Corp New York NY 05/2026 Present
Previous Registrations
  • 2024-10-02 → 2025-08-26
    Dynamic
    San Diego, CA
    Phoenix, AZ
  • 2011-10-28 → 2020-12-31
    Envestim
    San Diego, CA
    San Diego, CA
  • 2008-03-03 → 2012-01-01
    Spectral Asset Management, L.L.C.
    San Diego, CA
  • 2007-04-02 → 2007-05-16
    Morgan Stanley & Co. Llc
    San Diego, CA
  • 2005-08-10 → 2007-04-02
    Morgan Stanley Dw Inc.
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-27
S66 Uniform Combined State Law Examination 2005-08-09
  • S65 Uniform Investment Adviser Law Examination
    2024-09-27
  • S66 Uniform Combined State Law Examination
    2005-08-09
Other Names
  • Mickey Welcher

View on SEC IAPD

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