William Robert Welsh Iv
Professional Summary
William Robert Welsh IV, who also goes by Skip Welsh IV, William R Welsh, William Robert Welsh, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Skip Welsh Iv, William R Welsh, William Robert Welsh
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
SCP REAL ASSETS, LLC
Contact Information
Main Address
70 York Street Suite 700, Toronto, M5J 1S9Mailing Address
70 York Street Suite 700, Toronto, M5J 1S9Phone Number
(416) 637-2707Established
Delaware since 09/25/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/25/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1994About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 2002About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Robert Welsh IV's CRS (Customer Relationship Summary).
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