Michael D. Welcher
Professional summary
Michael David Welcher, who also goes by Mickey Welcher, was a registered financial advisor .
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael had worked at 7 firms and has passed the Series 65, Series 66, Series 79TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 22, 2026 - Present
Office #1: 3355 Lenox Road 10th Floor, Atlanta, GA 30326
October 2, 2024 - August 26, 2025
DYNAMIC
July 31, 2020 - February 27, 2024
SHORELINEAMBROSE ADVISORS, LLC
October 28, 2011 - December 31, 2020
ENVESTIM
March 3, 2008 - January 1, 2012
SPECTRAL ASSET MANAGEMENT, L.L.C.
April 2, 2007 - May 16, 2007
MORGAN STANLEY & CO. LLC
April 2, 2007 - May 16, 2007
MORGAN STANLEY & CO. LLC
August 10, 2005 - April 2, 2007
MORGAN STANLEY DW INC.
July 27, 2005 - April 2, 2007
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/22/2026)
Exams
Series 79TO
Date: 7/31/2020
Investment Banking Registered Representative ExaminationCurrent firm
No current employment
Red Flags
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