Robert Brendan Welch
Investment adviser representative at Veery Capital, LLC
13 yearsExperience
1 stateRegistered in
$971.4MFirm assets
8 yearsFirm in business
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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
- Seminars and workshops
Experience
13 years in the industry.
- Veery Capital, LLCJan 2013 to now
- Cambridge Investment Research, IncJan 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law1998
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Veery Capital, LLC
$971.4MAssets managed
314Clients
8Advisers
8 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
- 3070192
- Firm CRD
- 298465