Brendan Walsh (CRD# 4330572) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 22 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Private Wealth Management, LLC | Albany, NY | Jan 2018 - Current | 6 |
| Atlas Private Wealth Management, LLC | Albany, NY | Apr 2017 - Jan 2018 | < 1 |
| Atlas Private Wealth Management, LLC | Albany, NY | Feb 2016 - Apr 2017 | 1 |
| The Ayco Company, L.p./mercer Allied | Latham, NY | May 2000 - Feb 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- NY
- TX
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Total Assets Under Management1,256MILLIONS
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Total Number of Accounts3,633ACCOUNTS
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Average Account Value$345,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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