Michael David Welcher
Investment adviser representative at Crownstone Advisory & Investment Corp
15 yearsExperience
1 stateRegistered in
$3BFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Crownstone Advisory & Investment CorpAug 2025 to now
- Pinnacle Private AdvisorsMar 2024 to Aug 2025
- Shoreline Partners, LLCJul 2020 to Feb 2024
- EnvestimOct 2011 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Crownstone Advisory & Investment Corp
$3BAssets managed
1Clients
1Advisers
Under 1 yearIn 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
- 3076650
- Firm CRD
- 339959