Michael D. Welcher
Professional summary
Michael David Welcher, who also goes by Mickey Welcher, is a registered financial advisor currently at CROWNSTONE ADVISORY & INVESTMENT CORP located in Atlanta, Georgia.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has 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) - RIA
Click below to view Michael David Welcher's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 22, 2026 - Present
CROWNSTONE ADVISORY & INVESTMENT CORP
Office #1: 3355 Lenox Road 10th Floor, Atlanta, GA 30326October 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
CROWNSTONE ADVISORY & INVESTMENT CORP
CRD#: 339959 / SEC#: 801-136272
Contact information
SEC notice filing (2 States and Territories)
Red Flags
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