Walsh & Associates, LLC

Walsh & Associates, LLC (CRD# 144441) is a financial advisory firm headquartered in Sarasota, FL. They manage $489,987,215 in 1,695 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    490
    MILLION
  • Total Number of Accounts
    1,695
    ACCOUNTS
  • Average Account Value
    $289,078
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, MD, MN, NC, NH, NV, SC, TN, TX, UT, VA, WI

Financial Advisors at Walsh & Associates, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joseph P. Walsh
CRD#: 1477994
2350 Fruitville Rd., Suite 201, Sarasota, FL 34237

Joseph Walsh (CRD# 1477994) is an Investment Advisor Representative working at Walsh & Associates, LLC in Sarasota, FL and has over 27 years of experience in the finance industry. Joseph Walsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph P. Walsh
CRD#: 4630974
2350 Fruitville Rd., Suite 201, Sarasota, FL 34237

Joseph Walsh (CRD# 4630974) is an Investment Advisor Representative working at Walsh & Associates, LLC in Sarasota, FL and has over 12 years of experience in the finance industry.

3
Michael J. Walsh
CRD#: 5160655
2350 Fruitville Rd., Suite 201, Sarasota, FL 34237

Michael Walsh (CRD# 5160655) is an Investment Advisor Representative working at Walsh & Associates, LLC in Sarasota, FL and has over 15 years of experience in the finance industry.

4
Thomas G. Walsh
CRD#: 5295339
2350 Fruitville Rd., Suite 201, Sarasota, FL 34237

Thomas Walsh (CRD# 5295339) is an Investment Advisor Representative working at Walsh & Associates, LLC in Sarasota, FL and has over 4 years of experience in the finance industry.

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