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Mitchell A Welsch

Morgan Stanley

West Conshohocken, PA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-05-05
PA RA APPROVED 2010-03-25
  • TX RA
    APPROVED
    Since 2020-05-05
  • PA RA
    APPROVED
    Since 2010-03-25

Branch Locations

100 Front Street Suite 600, West Conshohocken, PA 19428 • 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
Morgan Stanley Smith Barney Bryn Mawr PA 03/2010 07/2022
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
Morgan Stanley West Conshohocken PA 07/2022 Present
  • 03/2010 → 07/2022
    Morgan Stanley Smith Barney
    Bryn Mawr, PA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 07/2022 → Present
    Morgan Stanley
    West Conshohocken, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-01-25
S63 Uniform Securities Agent State Law Examination 1987-01-26
  • S65 Uniform Investment Adviser Law Examination
    1994-01-25
  • S63 Uniform Securities Agent State Law Examination
    1987-01-26
Designations
Other Names
  • Mitch Welsch
  • Mitchell Alan Welsch

View on SEC IAPD

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Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA

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