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Anthony Warren Welch

Investment adviser representative at Signaturefd, LLC
19 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$9.7BFirm assets

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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

19 years in the industry.

  1. Signaturefd, LLCJan 2018 to now
  2. Ned Davis Research GroupMay 2007 to Dec 2017

Designations

  • CFA
  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (GA).

Signaturefd, LLC

$9.7BAssets managed
1,913Clients
49Advisers
25 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
6028631
Firm CRD
112758
Advisor's SEC record (opens in a new tab)
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