Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Michael Welch

Morgan Stanley & Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Michael Welch

Brian Michael Welch is a financial advisor who has been in the industry since January 12, 2020. He is currently registered with Morgan Stanley & Co. LLC. Brian holds the Series 99TO and SIE licenses. He is located in Baltimore, MD and can be reached at the Baltimore office at 1300 Thames Street, Thames Street Warf, 21231.

Firm Information

Brian Welch is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Welch’s Registration & Firm History

MD

01/13/2020 - Present

Morgan Stanley & Co. LLC (Baltimore MD)

Not sure if Brian Michael Welch is right for you?

Licenses & Designations

BC

Issued 01/13/2020

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2019

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Michael Welch.
Not sure if Brian Michael Welch is right for you?