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Raymond Michael Welch

Strategic Advisers LLC

Jacksonville, FL

Middleburg, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Middleburg, FL • 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
Southern New Hampshire University Manchester NH 11/2015 06/2019
Fidelity Brokerage Services Llc Raliegh NC 09/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 06/2019
    Southern New Hampshire University
    Manchester, NH
  • 09/2019 → Present
    Fidelity Brokerage Services Llc
    Raliegh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Durham, NC
Other Businesses

OBA-125189|OrgNmn:Pinewood Place HOA|Org Addr:Middleburg,Florida,US|OBA Nature:HOA President (unpaid)|Invst Rel:N|Title:President|Duties:consult with the other board members to make decisions about community issues.|StrtDt:11-07-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-27
S63 Uniform Securities Agent State Law Examination 2019-12-02
  • S66 Uniform Combined State Law Examination
    2019-12-27
  • S63 Uniform Securities Agent State Law Examination
    2019-12-02
Other Names
  • Raymond Michael Welch
  • Raymond M Welch

View on SEC IAPD

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MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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