Patricia B. Welsh

FOX HILL WEALTH MANAGEMENT

Dedham, MA 02026

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CRD#: 1673111

Professional summary

Patricia Bryniarski Welsh, CFP®, who also goes by Patricia Welsh Maisto, Patricia Ann Welsh, Tricia Welsh, is a registered financial advisor currently at FOX HILL WEALTH MANAGEMENT located in Dedham, Massachusetts.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Patricia has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Core Areas of Focus

Charitable Giving

Divorce Planning

High Net Worth Client Needs

Hourly

Socially Responsible Investments

Women's Financial Planning Issues

Question & Answer

What are your service offerings?

Socially Responsible Investing

Investment Planning

Inheritance

Comprehensive Financial Planni...

Retirement Income Management

Divorce Planning

Life Transitions

Retirement Planning

Tax Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Patricia Welsh Maisto | Patricia Ann Welsh | Tricia Welsh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Bryniarski Welsh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

December 13, 2022 - Present

FOX HILL WEALTH MANAGEMENT

Office #1: 84 Bridge Street, Dedham, MA 02026

RIA

CRD#: 321881

Dedham, MA

Past

April 12, 2016 - November 10, 2022

BECK BODE LLC

RIA

CRD#: 282611

DEDHAM, MA

Past

July 1, 2014 - May 19, 2016

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

DEDHAM, MA

Past

May 24, 2014 - May 4, 2015

LPL FINANCIAL LLC

CRD#: 6413

DEDHAM, MA

Past

January 8, 2007 - December 31, 2008

WINSLOW, EVANS & CROCKER, INC.

CRD#: 29686

BRAINTREE, MA

Past

May 25, 2005 - December 31, 2006

COMPASS SECURITIES CORPORATION

CRD#: 16168

QUINCY, MA

Past

November 26, 2004 - May 13, 2014

COMPASS CAPITAL CORPORATION

RIA

CRD#: 112323

BRAINTREE, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOX HILL WEALTH MANAGEMENT

CRD#: 321881 / SEC#: 801-127922

RIA

Registered Investment Advisory firm - (5/4/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (5/15/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(12/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/17/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/17/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 5/4/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/24/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOX HILL WEALTH MANAGEMENT

CRD#: 321881 / SEC#: 801-127922

RIA

Registered Investment Advisory firm - (5/4/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (5/15/2023 Terminated)

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Contact information

Main Address

84 Bridge Street, Dedham, MA 02026

Mailing Address

Phone number

(781) 613-2600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,131
AUM (Assets Under Management)	$ 251,789,085

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Patricia B. Welsh

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Bryniarski Welsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

BECK BODE LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

WINSLOW, EVANS & CROCKER, INC.

COMPASS SECURITIES CORPORATION

COMPASS CAPITAL CORPORATION

Primary Firm SEC Registration

FOX HILL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 7/17/2014

Series 65

Date: 11/17/2004

SIE

Date: 5/4/2015

Series 6

Date: 5/24/2014

Current Firm

FOX HILL WEALTH MANAGEMENT

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOX HILL WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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