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Matthew Jonathan Savela

The Welch Group, LLC

Birmingham, AL

CRD 6921261

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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:

Current Employers
The Welch Group, Llc

3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-02
AL RA APPROVED 2018-05-31
  • TX RA
    APPROVED
    Since 2021-12-02
  • AL RA
    APPROVED
    Since 2018-05-31

Branch Locations

3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • 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
The Welch Group, Llc Birmingham AL 01/2018 Present
Dent Moses, Llp Birmingham AL 01/2016 12/2017
  • 01/2018 → Present
    The Welch Group, Llc
    Birmingham, AL
  • 01/2016 → 12/2017
    Dent Moses, Llp
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-31
  • S65 Uniform Investment Adviser Law Examination
    2018-05-31
Designations
  • Certified Financial Planner

View on SEC IAPD

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