Peter Andrew Welsh
Professional Summary
Peter Andrew Welsh is a registered financial advisor currently at INVST, LLC located in Indianapolis, Indiana. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Peter has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 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
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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
28 years in the financial services industry
Current & Past Employments
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Current Firm
INVST | TOMORO | LEVINE FINANCIAL GROUP | KNIGHT FAMILY WEALTH | KILTER GROUP | JB CONSULTING, LLC | JARRED BUNCH CONSULTING, LLC | INVST, LLC
Contact Information
Main Address
3625 E 96th St, Indianapolis, IN 46240Phone Number
(317) 202-1891# of Employees
65SEC notice filing (41 States and Territories)
Registered to provide investment advisory services in 41 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
6,818AUM (Assets Under Management)
$1,565,110,275Similar Advisors
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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.
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Primary Firm SEC Registration
INVST | TOMORO | LEVINE FINANCIAL GROUP | KNIGHT FAMILY WEALTH | KILTER GROUP | JB CONSULTING, LLC | JARRED BUNCH CONSULTING, LLC | INVST, LLC
State Registrations and Notice Filings
(11/16/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jul 2006About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Andrew Welsh's CRS (Customer Relationship Summary).
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