Juan Carlos Lorenzo
Investment adviser representative at Welcy Capital Advisors LLC
19 yearsExperience
1 stateRegistered in
$225.7MFirm assets
2 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 assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Prival Credit Opportunities Fund I Gp, LLCApr 2024 to now
- Welcy Capital Advisors LLCApr 2024 to now
- Salter Place Partners LLCMar 2023 to Apr 2024
- Jefferies LLCSep 2019 to Mar 2023
- Goldman Sachs & Co.Feb 2007 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Welcy Capital Advisors LLC
$225.7MAssets managed
19Clients
4Advisers
2 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
- 4973380
- Firm CRD
- 154782