Walsh & Associates, LLC

Walsh & Associates, LLC (CRD# 144441) is a financial advisory firm headquartered in Sarasota, FL. They manage $574,308,554 in 2,127 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
2350 Fruitville Rd, Suite 201, Sarasota, FL 34237
https://www.linkedin.com/company/walsh-
By the Numbers
  • Total Assets Under Management
    574
    MILLION
  • Total Number of Accounts
    2,127
    ACCOUNTS
  • Average Account Value
    $270,009
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, MD, MN, NC, NH, NV, OH, OR, PA, SC, TN, TX, UT, VA, WI

Financial Advisors at Walsh & Associates, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Joseph Walsh, financial advisor Sarasota FL
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 30 years of experience in the finance industry.

2
Joseph Walsh, financial advisor Sarasota FL
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 14 years of experience in the finance industry.

3
Michael Walsh, financial advisor Sarasota FL
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 17 years of experience in the finance industry.

4
Thomas Walsh, financial advisor Sarasota FL
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 7 years of experience in the finance industry.

5
Suzanne Stacy Mckelvey, financial advisor Sarasota FL
Suzanne A. Stacy Mckelvey
CRD#: 7214778
2350 Fruitville Rd, Suite 201, Sarasota, FL 34237

Suzanne Stacy Mckelvey (CRD# 7214778) is an Investment Advisor Representative working at Walsh & Associates, LLC in Sarasota, FL and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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