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Kenneth Edward Walsh

BUCKLEY CAPITAL ADVISORS, LLC·MIAMI BEACH, Florida
Series 6, Series 66Clean record26 years registeredBUCKLEY CAPITAL ADVISORS, LLC
1111 LINCOLN ROAD, SUITE 610, MIAMI BEACH, FL 33139CRD# 3197236Firm CRD# 268818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Edward Walsh · MIAMI BEACH, FL
Registration
CRD #3197236 · BUCKLEY CAPITAL ADVISORS, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

Nov 2015present
FORTRESS CAPITAL MANAGEMENT, INC.
Nov 2006Oct 2016
STEAMBOAT SPRINGS, CO
PORTFOLIO SOLUTIONS, INC.
Oct 2005Nov 2007
BOULDER, CO
GREENBOOK INVESTMENT MANAGEMENT, INC.
Oct 2004Jul 2005
STEAMBOAT SPRINGS, CO
XELAN FINANCIAL PLANNING, INC.
Jan 2003Dec 2004
STEAMBOAT SPRINGS, CO
XELAN INVESTMENT SERVICES, INC.
Dec 2001Jan 2003
STEAMBOAT SPRINGS, CO
XELAN INC
Feb 2000Dec 2002
STEAMBOAT SPRINGS, CO
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 66
Registration record
First registered · February 16, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BUCKLEY CAPITAL ADVISORS, LLC
CRD 268818 · SEC 801-110484
AUM
$133M
Regulatory assets under management
Employees
3
15 client accounts
Services offered by BUCKLEY CAPITAL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Kenneth Edward Walsh offer?
Kenneth Edward Walsh specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Kenneth Edward Walsh's credentials?
Kenneth Edward Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Edward Walsh located?
Kenneth Edward Walsh is based in MIAMI BEACH, Florida, working with BUCKLEY CAPITAL ADVISORS, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Kenneth Edward Walsh charge for services?
Kenneth Edward Walsh's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUCKLEY CAPITAL ADVISORS, LLC?
BUCKLEY CAPITAL ADVISORS, LLC has approximately 3 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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