Miles A Welch

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 01/2017 → 05/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2017 → 10/2017
  Mcadam Llc
  Philadelphia, PA
• 01/2015 → 12/2016
  University Of Maryland
  College Park, MD
• 05/2014 → 09/2016
  Johnny's Pizza & Pub
  Ocean City, MD
• 10/2017 → 01/2022
  J.P. Morgan Chase
  Newark, DE
• 01/2022 → 09/2023
  Morgan Stanley Smith Barney Llc
  New York, NY
• 05/2024 → Present
  Fisher Investments
  Tampa, FL
• 09/2023 → 05/2024
  Unemployed
  New York, NY

Previous Registrations

• 2022-01-26 → 2023-09-27
  Morgan Stanley
  New York, NY
• 2021-09-29 → 2022-01-05
  J.P. Morgan Securities Llc
  Newark, DE
  New York, NY
• 2017-04-11 → 2017-11-21
  Mcadam Llc
  Radnor, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-15
• S65 Uniform Investment Adviser Law Examination
  2017-04-11
• S63 Uniform Securities Agent State Law Examination
  2017-03-10

Other Names

• Miles Allen Welch
• Miles Welch