Robert B. Welch

VEERY CAPITAL

WEST CHESTER, PA 19382

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CRD#: 3070192

Professional summary

Robert Brendan Welch, who also goes by Rob Welch, is a registered financial advisor currently at VEERY CAPITAL, LLC located in West Chester, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob 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.

Limited Partner; 1050 East Historic Associates Limited Partnership; Investment Related: No; Location: P.O. Box 424 Media, PA 19063; Description of the business: Real Estate; Responsibilities Duties: Oversees tenant and maintenance/contractor relationship; Start date with business: 2014-01-01; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 10;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Brendan Welch'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®

None

Experience

Current

March 17, 2020 - Present

VEERY CAPITAL, LLC

Office #1: 24 W Market Street, West Chester, PA 19382

RIA

CRD#: 298465

WEST CHESTER, PA

Past

January 7, 2013 - October 22, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WILMINGTON, DE

Past

November 26, 2007 - November 28, 2012

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

MERCHANTVILLE, NJ

Past

February 11, 2003 - November 29, 2007

CINCINNATI ANALYSTS, INC.

CRD#: 5478

MERCHANTVILLE, NJ

Past

October 21, 1998 - January 15, 2003

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

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".

VEERY CAPITAL, LLC

AVENUE 1 ADVISORS, LLC | VEERY CAPITAL, LLC | BLUE ROCK AVENUE ONE | BLUE ROCK AVENUE 1

CRD#: 298465 / SEC#: 801-114003

RIA

Registered Investment Advisory firm - (9/17/2018 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

Delaware
(3/3/2021)

IAR

Pennsylvania
(3/17/2020)

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: 3/17/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/3/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/18/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VEERY CAPITAL, LLC

AVENUE 1 ADVISORS, LLC | VEERY CAPITAL, LLC | BLUE ROCK AVENUE ONE | BLUE ROCK AVENUE 1

CRD#: 298465 / SEC#: 801-114003

RIA

Registered Investment Advisory firm - (9/17/2018 Approved)

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Contact information

Main Address

24 W Market Street, West Chester, PA 19382

Mailing Address

Phone number

(302) 660-3350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VEERY CAPITAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (5/15/2025)

Regulatory assets under management

Total Number of Accounts	742
AUM (Assets Under Management)	$ 801,987,186

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

Robert B. Welch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Brendan Welch's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

COMMONWEALTH FINANCIAL NETWORK

CINCINNATI ANALYSTS, INC.

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

VEERY CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2020

Series 66

Date: 9/3/1998

SIE

Date: 10/1/2018

Series 6

Date: 8/18/1998

Current Firm

VEERY CAPITAL, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VEERY CAPITAL, LLC

TRUST BUT VERIFY

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