Thomas WalshCRD Number: 6229690
Current Firm: Cibc Private Wealth Advisors, Inc.
Thomas Walsh (CRD# 6229690) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Boston, MA and has 1 year of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Cibc Private Wealth Management||Boston, MA||Jul 2013 - Current||8|
|State Street Global Advisors||Boston, MA||Aug 2008 - Jul 2013||4|
Total Assets Under Management73,775MILLIONS
Total Number of Accounts31,292ACCOUNTS
Average Account Value$2,357,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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