Christopher Welfley
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Latham, NY 12110
Credentials
Series 65, Series 66
Industry experience
23 years
About
Christopher Welfley is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2014, Chris has specialized in goals-based wealth management strategies, drawing on global resources and up-to-date technology to assist clients in pursuing financial lifestyles tailored to their unique needs. He works closely with high-net-worth clients to simplify complex financial situations by addressing estate planning, investments, tax minimization, wealth transfer, and retirement income strategies. Additionally, he collaborates with a Wealth Management Lending Officer from Bank of America to offer personalized home financing solutions aligned with clients' overall financial plans.
Chris has been active in the financial services industry since 1997. His approach emphasizes understanding clients' personal goals and circumstances, aiming to build trust and optimize their financial resources. He holds the Personal Investment Advisor (PIA) designation and has earned an Associate's Degree from SUNY Adirondack, as well as a High School Diploma from Saratoga Springs High School.
Residing in Saratoga Springs, New York, Chris lives with his daughter, Makenna. He is also engaged in his local community through volunteer work, reflecting his commitment to the Merrill tradition of community involvement.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
General estate planning guidance
Retirement income strategy
General tax planning
Retirement withdrawal strategies
Location
26 Century Hill Dr
Latham, NY 12110
Most active in
Christopher W has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Work history
Bank Of America, N.a.
2014 - Present (12 years)
Merrill
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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