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Richard M. Welch

ACADEMY WEALTH ADVISERS
Pocono Pines, PA
Some features on this profile are disabled
CRD#: 5955239
RW

Professional summary

Richard M. Welch, who also goes by Richard Welch, is a registered financial advisor currently at ACADEMY WEALTH ADVISERS, LLC located in Pocono Pines, Pennsylvania.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Richard has worked at 1 firm and has passed the Series 63 and Series 65 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Richard 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard M. 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®
None

Experience

Current

September 7, 2011 - Present

ACADEMY WEALTH ADVISERS, LLC

RIA
CRD#: 158588
Pocono Pines, PA

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
Pennsylvania
(9/7/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 5/27/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/6/2011
Uniform Investment Adviser Law Examination

Current Firm

AW
ACADEMY WEALTH ADVISERS, LLC
ACADEMY WEALTH ADVISERS, LLC

CRD#: 158588 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (9/7/2011 Approved)
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Contact information

Main Address
Pocono Pines, PA
Mailing Address
P. O. Box 756, Pocono Pines, PA 18350
Phone number
(215) 603-2976
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts150
AUM (Assets Under Management)$ 53,100,000

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.

Company Information

ACADEMY WEALTH ADVISERS, LLC

CRD#: 158588Pocono Pines, PA

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