Walsh & Associates, LLC

Walsh & Associates, LLC (CRD# 144441) is a financial advisory firm headquartered in Sarasota, FL. They manage $240,000,000 in 2,020 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    2,020
    ACCOUNTS
  • Average Account Value
    $118,812
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
  • 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, TX, UT, VA, WI

Financial Advisors at Walsh & Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joseph P. Walsh
CRD#: 4630974
16969 Nw 67th Ave Ste 101, Miami, FL 33015
93
Wealthminder
score

Joseph Walsh (CRD# 4630974) is an Investment Advisor Representative working at Walsh & Associates, LLC in Miami, FL and has over 7 years of experience in the finance industry.

2
Michael J. Walsh
CRD#: 5160655
2350 Fruitville Rd., Suite 201, Sarasota, FL 34237
93
Wealthminder
score

Michael Walsh (CRD# 5160655) is an Investment Advisor Representative working at Walsh & Associates, LLC in Sarasota, FL and has over 10 years of experience in the finance industry.

3
Joseph P. Walsh
CRD#: 1477994
1325 Sycamore Road Suite 201, Dekalb, IL 60115
76
Wealthminder
score

Joseph Walsh (CRD# 1477994) is an Investment Advisor Representative working at Walsh & Associates, LLC in Dekalb, IL and has over 23 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.

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