Evan P. Welch
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Boxborough, MA 01719
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CRD#: 2966271
Professional summary
Evan Peter Welch, AIF®, CFP®, CPWA®, who also goes by Evan Welch, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Boxborough, Massachusetts and BRIDGEPORT FINANCIAL SOLUTIONS located in Boxborough, Massachusetts.
Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Evan has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Evan Welch
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) FINANCIAL PLANNING ASSOCIATION OF MA, PO BOX 1255, GROTON, MA 01450. MONEY MENTOR SINCE 01/01/05. IS INVESTMENT RELATED. WORKS 10HRS YEARLY. NONE ARE SPENT DURING TRADING HOURS. DUTIES INCLUDE PRO BONO SERVES FOR WOMEN VIA THE FPA IN A ASSOC. WITH THE MA STATE TREASURERS OFFICE, COUNSELING CANCER PTS IN ASSOC W/ THE DANA FARBER CANCER INSTITUTE. 2) EVAN P WELCH, CFP, AIF, 80 CENTRAL STREET, STE 150, BOXBOROUGH, MA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/03/11, NIR, 2 HR/WK- 0/TRADING HR. 3) CORINTHIAN LODGE, ANCIENT FREE & ACCEPTED MASONS 58 MONUMENT SQUARE CONSORD, MA 01742. BEGAN 11/07/2011 AS TRUSTEE of special funds, WHO APPROVES AND MONITORS THE FINANCIAL TRANSACTIONS OF OUR MASONIC LODGE'S TREASURER. NOT INVESTMENT RELATED. DEVOTES 1 HR/MNTH. NONE DURING TRADING. 4) EMERSON HOSPITAL, 133 OLD RD, CONCORD MA 01742. BEGAN 11/2012 AS COMMUNITY AMBASSADOR FOR A HOSPITAL. DEVOTES 1 HR/MO-NONE DURING TRADING. 5) CORINTHIAN LODE ENDOWMENT FUND, 58 MONUMENT SQUARE, CONCORD, MA, TRUSTEE, 10/22/14, INV REL, 1 HR/MO- 0/TRADING HR. 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 1/2011 AS ADVISORY REP OF A RIA. INV REL - 25 HR/WK - 4/TRADING 01/03/11 7) ANTAEUS TAX & BUSINESS SERVICES LLC, 80 CENTRAL ST BOXBOROUGH MA; 18 UNICORN ST NEWBURYPORT MA, 8/2016 AS OWNING MEMBER. NIR - 5 HR/MO - 5/TRADING. 8) THRIVING DOCTORS/MEDICAL BRIDGES, 8441 SE 68TH #298, MERCER ISLAND, WA, AUTHOR, 07/19/17, INV REL, 1 HR/MO- 0/TRADING HR. 9) MGH CLA CENTER FOR YOUNG HEALTHY MINDS, 1 BOWDOIN ST, BOSTON, MA, 6/2018 AS ADVISORY BOARD MEMBER. NIR - 5/YR - 0/TRADING. 10) ANTAEUS WEALTH ADVISORS LLC, 80 CENTRAL ST STE 150, BOXBOROUGH, MA, 01/2011. PARTNER, CHIEF INVESTMENT OFFICER FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-40/WK-32/TRADING. 11) THREE WELLS PROPERTIES, LLC, 75 Strawberry Hill Road Acton, MA 01720, 01/01/2024, Owner, Real Estate, NIR, 5 HR/MO, 0 HR/MO TRADING. 12) WELCH DOCTOR PROSPERITY CONSULTING, LLC, 80 Central Street, Suite #150, Boxborough MA 01719, United States, 01/11/2024, Owner, Consulting/Coaching, NIR, 5 HR/MO, 0 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Evan Peter Welch'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®
CFP®
Start date: 2001
CPWA®
Start date: 2022-09-29
Expire date: 2024-08-31
Experience
Current
April 16, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 80 Central St. Ste. 150, Boxborough, MA 01719RIA
CRD#: 134139
Boxborough, MA
Current
July 3, 2024 - Present
BRIDGEPORT FINANCIAL SOLUTIONS
Office #1: 80 Central St., Ste. 150, Boxborough, MA 01719RIA
CRD#: 325485
Boxborough, MA
Past
January 3, 2011 - July 15, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Boxborough, MA
Past
January 3, 2006 - January 4, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
BOXBOROUGH, MA
Past
January 1, 2004 - December 31, 2005
CETERA ADVISORS LLC
RIA
CRD#: 10299
BOSTON, MA
Past
January 1, 2004 - December 31, 2005
CETERA ADVISORS LLC
BD
CRD#: 10299
BOSTON, MA
Past
November 15, 2002 - January 1, 2004
IFG ADVISORY SERVICES INC
RIA
CRD#: 105316
ATLANTA, GA
Past
October 31, 2001 - January 2, 2004
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
November 10, 1997 - November 2, 2001
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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
Massachusetts(4/16/2013)
IAR
Texas(2/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Boxborough, MA 01719TRUST BUT VERIFY
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