Matthew W. Welsh
Professional summary
Matthew William Welsh, CFP® is a registered financial advisor currently at GODSHALK WELSH CAPITAL MANAGEMENT, INC. located in Radnor, Pennsylvania.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Matthew has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew William Welsh's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 28, 2008 - Present
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
Office #1: 170 N. Radnor Chester Rd Suite 100, Radnor, PA 19087-5221December 17, 2003 - January 4, 2008
UST SECURITIES CORP.
July 10, 1997 - August 31, 2001
UST FINANCIAL SERVICES CORP.
February 24, 1994 - June 18, 1997
HORNOR, TOWNSEND & KENT, LLC
October 28, 1991 - January 28, 1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
October 28, 1991 - January 28, 1994
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD#: 106410 / SEC#: 801-39857
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/28/2008)
(1/4/2016)
Exams
Current Firm
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD#: 106410 / SEC#: 801-39857
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 260 |
| AUM (Assets Under Management) | $ 275,517,080 |
Red Flags
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