Marisa E. Welch
Professional summary
Marisa Ellen Welch, who also goes by Marisa Ellen Barcello, Marisa Barcello, Marisa Ellen Gold, is a registered financial professional currently at CRESAP, INC. located in Radnor, Pennsylvania.
Marisa is registered as a RR (Registered Representative) and started their career in finance in 1990. Marisa has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Marisa Ellen Welch's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 19, 1990 - Present
CRESAP, INC.
Office #1: 259 N Radnor-chester Rd Ste.140, Radnor, PA 19087Office #2: 259 N. Radnor-chester Rd. Ste. 140, Radnor, PA 19087Primary Firm SEC Registration
CRESAP, INC.
CRD#: 25899 / SEC#: 801-79750, 8-42117
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/25/2019)
(2/28/1997)
(5/20/1998)
(10/15/2009)
(1/11/2011)
(3/15/2023)
(4/21/2016)
(9/24/1996)
(7/11/1994)
(5/11/2011)
(1/28/2003)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
CRESAP, INC.
CRD#: 25899 / SEC#: 801-79750, 8-42117
Contact information
SEC notice filing (1 States and Territories)
FINRA licenses (44 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRESAP, MARK WINFIELD III | PRESIDENT/CHIEF COMPLIANCE OFFICER | 828898 |
Regulatory assets under management
| Total Number of Accounts | 595 |
| AUM (Assets Under Management) | $ 339,016,488 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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