Patricia Bryniarski Welsh
Investment adviser representative at Fox Hill Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$290.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Fox Hill Wealth ManagementNov 2022 to now
- Beck Bode Wealth Management, LLCApr 2016 to Nov 2022
- LPL Financial, LLCMay 2014 to Nov 2022
- Private Advisor Group, LLCMay 2014 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Fox Hill Wealth Management
$290.2MAssets managed
410Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1673111
- Firm CRD
- 321881