Tracy L Welch
Investment adviser representative at Clarendon Private LLC
26 yearsExperience
1 stateRegistered in
$352.1MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Clarendon Private LLCOct 2021 to now
- Brookline Bancorp, Inc.Sep 2021 to Oct 2021
- Eaton Vance Wateroak AdvisorsMay 2019 to Sep 2021
- Credit Suisse Securities (USA) LLCJul 2000 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Clarendon Private LLC
$352.1MAssets managed
67Clients
6Advisers
5 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
- 3249087
- Firm CRD
- 316616