Michael J. Welsh

WELSH FINANCIAL & ACCOUNTING SERVICES,LLC

Sykesville, MD 21784

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CRD#: 2807360

Professional summary

Michael James Welsh is a registered financial advisor currently at WELSH FINANCIAL & ACCOUNTING SERVICES,LLC located in Sykesville, Maryland.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 2 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Michael James Welsh'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

April 12, 2022 - Present

WELSH FINANCIAL & ACCOUNTING SERVICES,LLC

Office #1: 1107 King Arthur Court, Sykesville, MD 21784

RIA

CRD#: 142893

Sykesville, MD

Past

November 8, 1996 - November 12, 1998

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

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

Maryland
(4/12/2022)

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Exams

General Industry/Product Exam

Series 6

Date: 11/7/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WELSH FINANCIAL & ACCOUNTING SERVICES,LLC

CRD#: 142893 / SEC#:

Maryland

Registered Investment Advisory firm - (5/21/2007 Approved)

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Contact information

Main Address

1107 King Arthur Court, Sykesville, MD 21784

Mailing Address

Phone number

(410) 549-1075

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Michael J. Welsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Welsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELSH FINANCIAL & ACCOUNTING SERVICES,LLC

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 6

Date: 11/7/1996

Current Firm

WELSH FINANCIAL & ACCOUNTING SERVICES,LLC

Contact information

Documents

Red Flags

Company Information

WELSH FINANCIAL & ACCOUNTING SERVICES,LLC

TRUST BUT VERIFY

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