Ray W. Welch

MATCH GRADE ADVISORS

Greenviile, SC 29601

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CRD#: 2734032

Professional summary

Ray William Welch III, CFP®, who also goes by Tripp Welch III, is a registered financial advisor currently at MATCH GRADE ADVISORS located in Greenviile, South Carolina.

Ray is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Ray has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tripp Welch Iii

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.

(1) WELCH PROPERTIES LLC - MANAGING MEMBER; STARTED 8/1/2001 - 5 HRS/MO. (2) Welch Benefit Group (DBA); Owner; Investment related; Corporate Benefits & Financial Planning & Insurance products; 01/2008; 160 hours per month (3) 3WR, LLC; Managing member; not investment related; manage, develop, sell, rent, lease property; 01/2015; 2 hours per month (2) Lewis Village Homeowner Association; not investment related; 100 Lewis Dr Greenville, SC 29605; Real Estate Property Mgt; Board Member; not compensated; 3 hours per month, 2 hours during trading hours. 3) Crescent Ventures; not investment related; 821 Crescent Ave, Greenville SC; Real Estate Developer; Equity Partner; compensated; 1 hour per month, none during trading hours; Investor in real estate development project

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ray William Welch III'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: 2020

Experience

Current

December 14, 2018 - Present

MATCH GRADE ADVISORS

Office #1: 400 Pettigru St, Greenviile, SC 29601

RIA

CRD#: 299181

Greenviile, SC

Past

November 19, 2009 - December 17, 2018

FOUNDERS FINANCIAL SECURITIES LLC

RIA

CRD#: 137945

GREENVILLE, SC

Past

November 19, 2009 - December 17, 2018

FOUNDERS FINANCIAL SECURITIES LLC

CRD#: 137945

GREENVILLE, SC

Past

March 3, 2006 - November 20, 2009

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

GREENVILLE, SC

Past

December 21, 2001 - November 20, 2009

PRINCIPAL SECURITIES, INC.

CRD#: 1137

GREENVILLE, SC

Past

June 19, 1996 - December 31, 1997

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, 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".

MATCH GRADE ADVISORS

MATCH GRADE ADVISORS | MATCH GRADE ADVISORS, LLC

CRD#: 299181 / SEC#: 801-114348

RIA

Registered Investment Advisory firm - (12/4/2018 Approved)

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

Georgia
(1/18/2019)

IAR

South Carolina
(12/14/2018)

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

IAR

Series 65

Date: 3/2/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/25/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/20/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MATCH GRADE ADVISORS

MATCH GRADE ADVISORS | MATCH GRADE ADVISORS, LLC

CRD#: 299181 / SEC#: 801-114348

RIA

Registered Investment Advisory firm - (12/4/2018 Approved)

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Contact information

Main Address

400 Pettigru St, Greenville, SC 29601

Mailing Address

Phone number

(864) 250-0661

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,037
AUM (Assets Under Management)	$ 361,004,534

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.

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Advisor Monitoring

Firm Stability Insights

Ray W. Welch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ray William Welch III's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDERS FINANCIAL SECURITIES LLC

FOUNDERS FINANCIAL SECURITIES LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

MATCH GRADE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2006

Series 63

Date: 2/25/2002

SIE

Date: 10/1/2018

Series 6

Date: 12/20/2001

Current Firm

MATCH GRADE ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATCH GRADE ADVISORS

TRUST BUT VERIFY

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