Paul 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.
Paul Welch’s longest registration is the current one, 18 years at 93 Financial Group since 2008. Before joining 93 Financial Group in 2008, Paul 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
Paul Welch is registered as an investment adviser representative in Massachusetts, since February 2008.
- MassachusettsSince 15 February 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 August 2007 |
| Series 7 | General Securities Representative Examination | 22 May 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 April 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 April 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Paul Joseph Welch
- CRD
- 2327685
- 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
- October 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Welch work?
Paul Welch has been Principal / Managing Member of 93 Financial Group, LLC since August 2003, and is a control person of the firm.
Is Paul Welch a financial advisor?
Yes. Paul Welch has a current investment-adviser registration in Massachusetts, through 93 Financial Group since February 2008.
How many years of experience does Paul Welch have?
Paul Welch has 29 years in the financial industry, since October 1997, across 2 adviser firms.
What exams has Paul Welch passed?
Paul Welch has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in April 1993.
Where did Paul Welch work before 93 Financial Group?
Before 93 Financial Group, Paul Welch was registered through 1717 Capital Management Company, May 1998 to August 2003.
Where is Paul Welch based?
Paul Welch’s registered office is in Woburn, MA.
Is Paul Welch registered with FINRA?
No. Paul Welch has no current broker registration.
How can I verify Paul Welch’s record?
Search CRD 2327685 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Welch’s full registration record.