Robin Walsh, financial advisor Somerville NJ
90 score

Robin Walsh

CRD Number: 5914586
Current Firm: Park Avenue Securities LLC

Robin Walsh (CRD# 5914586) is an Investment Advisor Representative working at Park Avenue Securities LLC in Somerville, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Co Of America Somerville, NJ Jun 2014 - Current 2
Park Avenue Securities LLC Somerville, NJ Jun 2014 - Current 2
Guardian Life Insurance Co Of America Hillsborough, NJ Oct 2012 - Jun 2014 1
Park Avenue Securities LLC Hillsborough, NJ Oct 2012 - Jun 2014 1
Hornor Townsend & Kent Inc. Horsham, PA May 2011 - Oct 2012 1
Penn Mutual Life Ins Co Horsham, PA May 2011 - Oct 2012 1
Ryan Homes Farmingdale, NJ Jun 2000 - Apr 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Robin M. Walsh
Phone Number: 1-888-600-4667
Registered State(s):
  • FL
  • MA
  • SC
  • PA
  • NJ
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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