Stewart Henry Welch

Employer firm

The Welch Group, LLC CRD 111273

$3.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ADVICE ON MATTERS NOT INVOLVING SECURITIES.

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1998 → Present
  The Welch Group, Llc
  Birmingham, AL
• 06/1999 → 01/2018
  Welch Investments, Llc(Fka:FEe-Only Planning Professionals, Llc)
  Birmingham, AL

Previous Registrations

• 2006-03-01 → 2018-03-15
  Welch Investments, Llc
  Birmingham, AL
  Birmingham, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-22
• S63 Uniform Securities Agent State Law Examination
  1987-09-02

Designations

• Certified Financial Planner

Other Names

• Stewart Henry Welch
• Stewart Henry Welch