Lawrence Welch has been Principal / Managing Member of 93 Financial Group since August 2003, is a control person of the firm and directly owns between 50% and 75% of it.
93 Financial Group, LLC is a Woburn, MA firm with $900M under management, 1,175 clients and 5 advisers in one office, as of its March 2026 filing.
Lawrence Welch’s longest registration is the current one, 18 years at 93 Financial Group since 2008. Before joining 93 Financial Group in 2008, Lawrence Welch was registered through 1717 Capital Management Company.
- 93 Financial Group, LLCCurrent– present · 18 yearsWoburn, MA · Adviser representative · Firm CRD 144235
- 1717 Capital Management Company– · 5 yearsNewton, MA · Adviser representative · Firm CRD 4082
Investment adviser representative registrations
Lawrence Welch is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2008; the most recent is Texas, in February 2016.
- MassachusettsSince 15 February 2008
- TexasResidentSince 17 February 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 August 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 July 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Lawrence Eugene Welch
- CRD
- 2359478
- Firm
- 93 Financial Group · CRD 144235
- Role
- Principal / Managing Member
- Office
- 600 UNICORN PARK DRIVE, Woburn, MA 01801
- Registration
- Investment adviser registration
- In the industry since
- February 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Lawrence Welch work?
Lawrence Welch has been Principal / Managing Member of 93 Financial Group, LLC since August 2003, and is a control person of the firm.
Is Lawrence Welch a financial advisor?
Yes. Lawrence Welch has a current investment-adviser registration in Massachusetts and Texas, through 93 Financial Group since February 2008.
How many years of experience does Lawrence Welch have?
Lawrence Welch has 27 years in the financial industry, since February 1999, across 2 adviser firms.
What exams has Lawrence Welch passed?
Lawrence Welch has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 1994.
Where did Lawrence Welch work before 93 Financial Group?
Before 93 Financial Group, Lawrence Welch was registered through 1717 Capital Management Company, June 1998 to August 2003.
Where is Lawrence Welch based?
Lawrence Welch’s registered office is in Woburn, MA.
Is Lawrence Welch registered with FINRA?
No. Lawrence Welch has no current broker registration.
How can I verify Lawrence Welch’s record?
Search CRD 2359478 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lawrence Welch’s full registration record.