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Cecily Viola Mary Welch

Welch Financial Investments, LLC

Atlanta, GA

CRD 5816100

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Employer firm

Welch Financial Investments, LLC CRD 154359

$9.60M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • PORTFOLIO MGMT FOR TRUSTS

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

Current Employers
Welch Financial Investments, Llc

201 Joseph E. Lowery Blvd. Nw, Atlanta, GA 30314 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2013-12-03
  • GA RA
    APPROVED
    Since 2013-12-03

Branch Locations

201 Joseph E. Lowery Blvd. Nw, Atlanta, GA 30314 • 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
Welch Financial Investments, Llc Atlanta GA 06/2010 Present
Welch Financial Advisors, Llc Atlanta GA 06/2013 Present
Other Businesses

WELCH FINANCIAL ADVISORS; NOT INVESTMENT-RELATED; ATLANTA, GA; CPA FIRM; OWNER; 2013.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-07
  • S65 Uniform Investment Adviser Law Examination
    2010-05-07
Designations
  • Certified Financial Planner
Other Names
  • Cecily Viola Mary Nash

View on SEC IAPD

Nearby Firms

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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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