Tanner Ryan Welch
Investment Adviser Representative at Moors & Cabot, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tanner Ryan Welch is an investment adviser representative with Moors & Cabot, Inc in Phoenix, AZ, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 5 firms, including Pinnacle PEAK Private Client Group, LLC and BCG Securities, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
33 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Iowa, Kansas, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nevada, North Dakota, Oregon, Pennsylvania, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 – Feb 2019Phoenix, AZ
- Openshaw Real Estate Group at Keller Williams Integrity FirstApr 2019 – Jun 2019Gilbert, AZ
- J.P. Morgan Securites, LLCJun 2019 – Jun 2020Chandler, AZ
- JPMorgan Chase Bank, N.A.Jun 2019 – Jun 2020Chandler, AZ
- UnemployedMar 2019 – Apr 2019Gilbert, AZ
- Pinnacle PEAK Private Client Group, LLCJun 2020 – Nov 2025Scottsdale, AZ
- Door DashAug 2015 – Aug 2019N/a, AZ
- BCG Securities, Inc.Jul 2020 – Sep 2021Scottsdale, AZ
- Purshe Kaplan Sterling InvestmentsSep 2021 – Dec 2023Albany, NY
- unemployedNov 2025 – Dec 2025phoenix, AZ
- Moors & Cabot IncDec 2025 – no end date reportedPhoenix, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Moors & Cabot, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Tier 1—
- Tier 2—
- Tier 3—
- Tier 4—
+1 more tiers on the firm profile
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
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 80
- Offices listed on AdvisorFinder:
- 14
- Main office:
- Boston, MA
- SEC file number:
- 801-48726
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Moors & Cabot, Inc
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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. Tanner Ryan 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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