Andrew Stephen Welch
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 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 assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Morgan StanleyAug 2026 to now
- J.P. Morgan Securities LLCJul 2025 to Aug 2026
- JPMorgan Chase Bank, N.A.Jul 2025 to Aug 2026
- Fidelity InvestmentsJun 2024 to Jul 2025
- Usda Farm Service AgencyMay 2023 to Jun 2024
- The University of Southern Mississippi - Office of the PresidentAug 2022 to May 2023
- Doordash IncMay 2022 to Jun 2024
- The University of Southern Mississippi - Office of OrientationMay 2022 to Aug 2022
- UnemployedSep 2021 to Apr 2022
- Aberdeen Golf and Country ClubMay 2021 to Aug 2021
- UnemployedJul 2020 to Apr 2021
- Cracker Barrel Old Country StoreOct 2018 to Jun 2020
- UnemployedJul 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7951571
- Firm CRD
- 149777