Sean Walsh (CRD# 2194473) is an Investment Advisor Representative working at Scarsdale Investment Group, Ltd. in Sharon, MA and has over 30 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
Company Name | Location | Dates | Years |
---|---|---|---|
Scarsdale Investment Group, Ltd | Blue Bell, PA | Jul 2023 - Current | < 1 |
Purkiss Capital Advisors, LLC | Ridgefield, CT | Jan 2022 - Current | 2 |
Unemployed | Boston, MA | Jun 2021 - Jan 2022 | < 1 |
Fidelity Investments | Boston, MA | Oct 1993 - Jun 2021 | 27 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1994 |
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CA
- CT
- FL
- MA
- NJ
- NY
- PA
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Other
CA, CT, FL, MA, NJ, NY, PA, TX
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