Stephen Michael Welch

Current Employers

Employment History

• 04/2014 → 04/2025
  Morgan Stanley Wealth Mgmt
  Atlanta, GA
• 01/2015 → 04/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2025 → Present
  Purshe Kaplan Sterling
  Albany, NY
• 04/2025 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-04-04 → 2025-04-17
  Morgan Stanley
  Atlanta, GA
• 2025-03-31 → 2025-03-31
  Concurrent Investment Advisors, Llc
  Tampa, FL
  Atlanta, GA
• 2008-07-08 → 2014-04-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA

Other Businesses

*444891 - Rental Property; Investment related Yes; Marietta, GA; Real Estate; Property Owner (proprietor, partner, officer, director, employee, trustee, agent); May 2021 During business hours: 0; After business hours: 1; Property Management. *594821- NAPA, National Association of Plan Advisors; Investment related: No; Arlington, Virginia; 401K Industry Organization; Steering Committee for Summit (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 1; After business hours: 1; Organize, aid in planning and facilitate summit events. Welch & Co, LLC; Investment Related: No; 1050 Crown Point Parkway, Suite 1230, Dunwoody GA 30338, Support Company; Owner; Start Date 04/2025; Hours/month 1-2; During Trading 0; Support company for advisory business. Crownmark Wealth Advisors; Investment Related: Yes; 1050 Crown Point Parkway, Suite 1230, Dunwoody GA 30338, Support Company; Welch & Co is joint owner; owner of Welch & Co; Hours/mo 160; during trading 140; DBA under which advisory business will be conducted. Plan Participant. Not Investment Related. 6114 Belair Lake Rd. Lithonia, GA 30038. Managing Partner. 11/3/2025. 5. 0. Development and Oversight of Ed Tech business. Legacy Suite. Not Investment Related. 3790 El Camino Real #1121, Palo Alto, CA 94306. CEO. 1/1/25. 15.0. Management and Marketing of Technology Business Crown7 International Holdings. 1691 Ashebark Court, Marietta, GA 30068. Not Investment Related. CEO, 10/21/25. 1. 0. Real Estate Holding Company CrownMark Wealth Holdings, LLC. Investment Related. 6 Concourse Pkwy, Atlanta, GA 30328 Less than1% of hours/month during business hours. Retirement Advisory Council; Investment Related - No; 16A Pasco Dr, East Windsor, CT 06088; Less than 1% of hours/month. Committee member for Industry Organization

Exams

• S66 Uniform Combined State Law Examination
  2008-07-03

Other Names

• Stephen M Welch