Kevin Michael Welsh

CRD 3029950 · Wells Fargo Advisors · Wyomissing, PA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (32): Alabama · Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Idaho · Indiana · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 3029950 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (12)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Wyomissing, PA · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Wyomissing, PA · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Wyomissing, PA · IA capacity

start not retrieved → present
Securities America, Inc.
Radnor, PA · BC capacity

Dec 14, 2020 → Jul 14, 2022
Saybrus Equity Services, LLC
Dix Hills, NY · BC capacity

Aug 20, 2018 → May 11, 2020
The Leaders Group, Inc.
Summit, NJ · BC capacity

Mar 20, 2018 → Aug 21, 2018
Morgan Stanley
Purchase, NY · BC capacity

Jun 1, 2009 → Feb 7, 2013
Citigroup Global Markets Inc.
New York, NY · BC capacity

Jun 9, 2006 → Jun 1, 2009
Lincoln Financial Distributors, Inc.
Radnor, PA · BC capacity

Oct 13, 2004 → Jan 6, 2006
Jackson National Life Distributors, Inc.
Franklin, TN · BC capacity

Nov 25, 2003 → Sep 28, 2004
The Investment Center, Inc.
Bedminster, NJ · BC capacity

Nov 22, 2000 → Feb 27, 2001
New England Securities
New York, NY · BC capacity

Mar 31, 1998 → Oct 9, 2000

Source & corrections

Where this page comes from

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