Investment adviser representative · Arbordale Wealth Management, LLC
Dale C. Welty
CRD 4456450 · Pensacola, FL
At a glance
Dale C. Welty is an investment adviser representative with Arbordale Wealth Management, LLC in Pensacola, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dale’s SEC record dates to 2001, about 24 years ago.
Current advisory firm
- Arbordale Wealth Management, LLCSince September 2016Pensacola, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2001 (24 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dale’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.