Tanya Welch has been Partner of Baker Avenue Asset Management since January 2022, is not listed as a control person, but directly owns under 5% of the firm. Tanya Welch holds a B.S. in Economics from Wharton School, University of Pennsylvania.
Baker Avenue Asset Management, LP is a San Francisco, CA firm with $5.09B under management, 1,024 clients and 29 advisers across 14 offices, as of its September 2026 filing.
Tanya Welch is Wealth Advisor, Partner of BakerAvenue. Before joining BakerAvenue, she was Director of Wealth Management for Polaris Wealth Advisers, where she advised clients and was responsible for overseeing the vision, training and execution of the wealth management team. Earlier, she began her career in the financial services industry with UBS as a Financial Advisor.
Tanya Welch’s longest registration is the current one, 11 years at Baker Avenue Asset Management since 2015. Before joining Baker Avenue Asset Management in 2015, Tanya Welch was registered through Polaris Wealth Advisers, LLC and Polaris Equity Management, Inc.
- Polaris Wealth Advisers, LLC– · 2 yearsSan Rafael, CA · Adviser representative · Firm CRD 158718
- Polaris Equity Management, Inc.– · 4 yearsSan Rafael, CA · Adviser representative · Firm CRD 127751
- UBS Financial Services Inc.– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 8174
Professional designations
Listed by Baker Avenue Asset Management
- Certified Financial Planner® (CFP®)
- Chartered Financial Analyst (CFA) charter holder
Investment adviser representative registrations
Tanya Welch is registered as an investment adviser representative in 5 states. The first approvals date from February 2015; the most recent is Arizona, in December 2018.
- ArizonaSince 14 December 2018
- CaliforniaSince 24 February 2015
- NevadaSince 31 October 2018
- TexasSince 9 January 2018
- WashingtonSince 26 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 October 2007 |
| Series 7 | General Securities Representative Examination | 4 October 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tanya Faye Welch
- CRD
- 5416129
- Firm
- Baker Avenue Asset Management · CRD 132657
- Role
- Partner
- Office
- ONE EMBARCADERO CENTER, STE 2530, San Francisco, CA 94111
- Registration
- Investment adviser registration
- In the industry since
- February 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bakerave.com
Where does Tanya Welch work?
Tanya Welch has been Partner of Baker Avenue Asset Management, LP since January 2022.
Is Tanya Welch a financial advisor?
Yes. Tanya Welch has a current investment-adviser registration in Arizona, California, Nevada, Texas and Washington, through Baker Avenue Asset Management since February 2015.
How many years of experience does Tanya Welch have?
Tanya Welch has 17 years in the financial industry, since February 2009, across 4 adviser firms.
What exams has Tanya Welch passed?
Tanya Welch has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2007.
Where did Tanya Welch work before Baker Avenue Asset Management?
Before Baker Avenue Asset Management, Tanya Welch was registered through Polaris Wealth Advisers, LLC, October 2012 to February 2015; Polaris Equity Management, Inc., January 2011 to February 2015; UBS Financial Services Inc., October 2007 to October 2009.
Where is Tanya Welch based?
Tanya Welch’s registered office is in San Francisco, CA.
Is Tanya Welch registered with FINRA?
No. Tanya Welch has no current broker registration.
Is Tanya Welch a CFP?
Baker Avenue Asset Management lists Tanya Welch with the CFP credential (“Certified Financial Planner® (CFP®)”) on its website. CFP Board confirms certification status.
Is Tanya Welch a CFA charterholder?
Baker Avenue Asset Management lists Tanya Welch with the CFA credential (“Chartered Financial Analyst (CFA) charter holder”) on its website. CFA Institute confirms certification status.
How can I verify Tanya Welch’s record?
Search CRD 5416129 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanya Welch’s full registration record.
Tom NgoPresident & CEO / Partner
Gerald LuffChief Operating Officer / Partner- Gerald LuffChief Operating Officer
Michael MoranChief Compliance Officer
Simon BakerExecutive Chairman / Partner
Doug CoudenChief Investment Officer / Partner
King LipChief Strategist / Partner
Gerry OconnellPartner- Sharon SimpsonPartner
Scott StephensManaging Director / Partner