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WW

William R. Welsh

SCP REAL ASSETS
TORONTO, M5J 1S9
Some features on this profile are disabled
CRD#: 2490795
WW

Professional summary

William Robert Welsh IV, who also goes by Skip Welsh IV, William R Welsh, William Robert Welsh, is a registered financial professional currently at SCP REAL ASSETS, LLC .

William is registered as a RR (Registered Representative) and started their career in finance in 1994. William has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Skip Welsh Iv | William R Welsh | William Robert 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) - BD

Click below to view William Robert Welsh IV's 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®
None

Experience

Current

February 23, 2026 - Present

SCP REAL ASSETS, LLC

Office #1: 70 York Street Suite 700, Toronto, M5J 1S9
BD
CRD#: 333667
TORONTO,
Past

January 23, 2021 - April 8, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
NEBRASKA CITY, NE
Past

November 10, 2016 - July 22, 2020

HORACE MANN INVESTORS, INC.

BD
CRD#: 11643
SPRINGFIELD, IL
Past

June 4, 2014 - October 4, 2016

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
JERSEY CITY, NJ
Past

May 21, 2013 - May 28, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

January 2, 2013 - June 4, 2014

MML DISTRIBUTORS, LLC

BD
CRD#: 38030
SPRINGFIELD, MA
Past

January 1, 2009 - January 2, 2013

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

BD
CRD#: 37819
BLOOMFIELD, CT
Past

April 5, 2007 - January 1, 2009

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
BLOOMFIELD, CT
Past

November 28, 2005 - February 27, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
PLYMOUTH, MN
Past

November 28, 2005 - February 27, 2007

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
PLYMOUTH, MN
Past

July 26, 1994 - December 31, 2005

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/26/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/25/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/2/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/25/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/30/2006
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 10/23/2002
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SR
SCP REAL ASSETS, LLC
SCP REAL ASSETS, LLC

CRD#: 333667 / SEC#: , 8-71315

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
70 York Street Suite 700, Toronto, M5J 1S9
Mailing Address
70 York Street Suite 700, Toronto, M5J 1S9
Phone number
(416) 637-2707
Established
Delaware since 09/25/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
SCP REAL ASSETS HOLDINGS, LLCSOLE MEMBER
CLARK, RHONDACHIEF COMPLIANCE OFFICER/HEAD OF BANKING4153027
FELDMAN, STEVEN MARKCHIEF EXECUTIVE OFFICER1983141
WALDIE, ROBERT JOHNGENERAL SECURITIES PRINCIPAL6923788
YERMOLINA, NATALIA MRSFINOP, PFO, POO7082337

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

SCP REAL ASSETS, LLC

CRD#: 333667Toronto, M5J 1S9

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