Thomas Welsh has been an investment adviser representative at Pegasus Financial Group since February 2012, and is not listed among the firm’s executive officers or direct owners. Thomas Welsh holds a Financial Planning Certificate from Georgetown University. Thomas Welsh studied The Wharton School at the University of Pennsylvania.
Pegasus Financial Group LLC is a Chantilly, VA firm with $122M under management, 204 clients and 3 advisers in one office, as of its May 2026 filing.
Thomas M. Welsh is with Pegasus Financial Group and joined the firm in 2012. Before entering the financial planning profession he worked at IBM and then Siemens in senior management positions. Most of his clients are at or nearing retirement and want to develop income strategies.
- Pegasus Financial Group LLCCurrent– present · 14 yearsOakton, VA · Adviser representative · Firm CRD 145127
Professional designations
Listed by Pegasus Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Thomas Welsh is registered as an investment adviser representative in Virginia, since February 2012.
- VirginiaSince 16 February 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 November 2011 |
| Series 7 | General Securities Representative Examination | 21 September 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas McAteer Welsh
- CRD
- 5954235
- Firm
- Pegasus Financial Group · CRD 145127
- Office
- Oakton, VA
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- pegasusfg.com
Where does Thomas Welsh work?
Thomas Welsh is an investment adviser representative registered through Pegasus Financial Group LLC since February 2012, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Welsh a financial advisor?
Yes. Thomas Welsh has a current investment-adviser registration in Virginia, through Pegasus Financial Group since February 2012.
How many years of experience does Thomas Welsh have?
Thomas Welsh has 15 years in the financial industry, since September 2011, across 1 adviser firm.
What exams has Thomas Welsh passed?
Thomas Welsh has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2011. FINRA credited Thomas Welsh with the SIE, which began in October 2018.
Where is Thomas Welsh based?
Thomas Welsh’s registered office is in Oakton, VA.
Is Thomas Welsh registered with FINRA?
Yes. Thomas Welsh has a current broker registration, under CRD 5954235.
Source: FINRA BrokerCheck
Is Thomas Welsh a CFP?
Pegasus Financial Group lists Thomas Welsh with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Thomas Welsh’s record?
Search CRD 5954235 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Thomas Welsh’s full registration record.