Brady Welles has been an investment adviser representative at Atlas Private Wealth Advisors since May 2026, and is not listed among the firm’s executive officers or direct owners.
Atlas Private Wealth Advisors, LLC is a Red Bank, NJ firm with $860M under management, 1,223 clients and 14 advisers across 13 offices, as of its July 2026 filing.
Brady Welles’ longest registration was 4 years at Cetera Investment Advisers LLC (2021–2026). Before joining Atlas Private Wealth Advisors in 2026, Brady Welles was registered through Cetera Investment Advisers LLC and Avantax Advisory Services.
- – present · under a yearSan Diego, CA · Adviser representative · Firm CRD 283744
- LPL Financial LLCAlso current– present · under a yearFort Mill, SC · Adviser representative and broker · Firm CRD 6413
- Cetera Investment Advisers LLC– · 4 yearsWoodland Hills, CA · Adviser representative · Firm CRD 105644
- Avantax Advisory Services– · under a yearWoodland Hills, CA · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
Brady Welles is registered as an investment adviser representative in California, since May 2026.
- CaliforniaSince 4 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 November 2020 |
| Series 7TO | General Securities Representative Examination | 14 September 2020 |
| SIE | Securities Industry Essentials Examination | 6 August 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Brady Tomer Welles
- CRD
- 7133943
- Firm
- Atlas Private Wealth Advisors · CRD 283744
- Office
- San Diego, CA
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Brady Welles work?
Brady Welles is an investment adviser representative registered through Atlas Private Wealth Advisors, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Brady Welles a financial advisor?
Yes. Brady Welles has a current investment-adviser registration in California, through Atlas Private Wealth Advisors since May 2026.
How many years of experience does Brady Welles have?
Brady Welles has 6 years in the financial industry, since September 2020, across 4 adviser firms.
What exams has Brady Welles passed?
Brady Welles has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2019.
Where did Brady Welles work before Atlas Private Wealth Advisors?
Before Atlas Private Wealth Advisors, Brady Welles was registered through Cetera Investment Advisers LLC, June 2021 to April 2026; Avantax Advisory Services, November 2020 to June 2021.
Where is Brady Welles based?
Brady Welles’ registered office is in San Diego, CA.
Is Brady Welles registered with FINRA?
Yes. Brady Welles has a current broker registration, under CRD 7133943.
Source: FINRA BrokerCheck
How can I verify Brady Welles’ record?
Search CRD 7133943 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brady Welles’ full registration record.
