Thomas Mcateer Welsh
Investment adviser representative at Pegasus Financial Group LLC
15 yearsExperience
1 stateRegistered in
$122.3MFirm 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 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
15 years in the industry.
- United Planners' Financial ServicesJul 2014 to now
- Pegasus Financial Group LLCJul 2011 to now
- Pegasus FinancialJul 2011 to now
- Tom WelshJul 2014 to Aug 2026
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (VA).
Pegasus Financial Group LLC
$122.3MAssets managed
204Clients
3Advisers
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
- 5954235
- Firm CRD
- 145127