Equitable Advisors
45yrs
Top advisor by experience in Bala Cynwyd
14yrs
Patrick Welde has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Bala Cynwyd, Pennsylvania. Patrick has been with Merrill since 2013. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 244 advisors with offices in Bala Cynwyd, and one of 225 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 52% of advisors at Merrill
Office2 Bala Plaza, Bala Cynwyd, PA 19004
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowMerrillCurrent firm
Contact Patrick
Local office(610) 668-6160Ask for Patrick. (800) 637-7455Main office · New York, NY 2 Bala PlazaBala Cynwyd, PA 19004Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Patrick’s local office at (610) 668-6160 or the Merrill main office at (800) 637-7455, and ask for Patrick Welde.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2012, about 14 years. More experience than 52% of advisors at Merrill.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Equitable Advisors
45yrs
Top 1% by experience at Equitable Advisors
Merrill
45yrs
Top 1% by experience in Pennsylvania
Equitable Advisors
45yrs
Top 1% by experience at Equitable Advisors
Merrill
43yrs
Top 1% by experience nationwide
Equitable Advisors
43yrs
Top 1% by experience at Equitable Advisors