DOUGLAS E WELTZ is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-01-16 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-08-06 | 2022-10-03 | — |
| LPL FINANCIAL LLC | 2015-04-06 | 2015-07-13 | — |
| BESTVEST INVESTMENTS, LTD. | 2013-10-31 | 2015-04-08 | — |
| PRUCO SECURITIES, LLC | 2012-02-13 | 2013-02-11 | — |