Miles A Welch
Investment Adviser Representative at Fisher Investments
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Miles A. Welch is an investment adviser representative with Fisher Investments in Tampa, FL, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Morgan Stanley and J.p. Morgan Securities LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 154
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Purshe Kaplan Sterling InvestmentsJan 2017 – May 2017Albany, NY
- McAdam LLCJan 2017 – Oct 2017Philadelphia, PA
- University of MarylandJan 2015 – Dec 2016College Park, MD
- J.P. Morgan ChaseOct 2017 – Jan 2022Newark, DE
- Morgan Stanley Smith Barney LLCJan 2022 – Sep 2023New York, NY
- Fisher InvestmentsMay 2024 – no end date reportedTampa, FL
- UnemployedSep 2023 – May 2024New York, NY
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fisher Investments
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,824
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Plano, TX
- SEC file number:
- 801-29362
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 2, 2026
View full firm profileOther advisors at Fisher Investments
Showing 12 of 2,824 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Miles A Welch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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