Melissa Walsh, financial advisor Sarasota FL

Melissa Walsh

CRD Number: 5546872
Current Firm: Clarity Financial Design

Melissa Walsh (CRD# 5546872) is an Investment Advisor Representative working at Clarity Financial Design in Sarasota, FL and has over 14 years of experience in the finance industry. Melissa 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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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Melissa Walsh Sarasota, FL Aug 2021 - Current 2
Clarity Financial Design Sarasota, FL Jul 2021 - Current 2
Allegiant Private Advisors Sarasota, FL Jan 2018 - Jun 2021 3
Unemployed Sarasota, FL Sep 2017 - Dec 2017 < 1
Samuel Financial Waltham, MA May 2014 - Sep 2017 3
Pioneer Investments Boston, MA Dec 2012 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Melissa E. Walsh
Phone Number: 407-494-0593
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $260,048
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
  • Educational seminars/workshops
Types of Clients
Registered States

FL, TX

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