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Timothy Patrick Walsh

EFG ASSET MANAGEMENT (AMERICAS) CORP.·MIAMI, Florida
SIE, Series 7, Series 24, Series 63, Series 99TOClean recordEFG ASSET MANAGEMENT (AMERICAS) CORP.
701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 1889420Firm CRD# 158905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Patrick Walsh · MIAMI, FL
Registration
CRD #1889420 · EFG ASSET MANAGEMENT (AMERICAS) CORP.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EFG ASSET MANAGEMENT (AMERICAS) CORP.
CRD 158905 · SEC 801-72773
AUM
$1.5B
Regulatory assets under management
Employees
11
714 client accounts
Services offered by EFG ASSET MANAGEMENT (AMERICAS) CORP.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at EFG ASSET MANAGEMENT (AMERICAS) CORP. →
Introduction

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Frequently Asked Questions

What services does Timothy Patrick Walsh offer?
Timothy Patrick Walsh specializes in Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Timothy Patrick Walsh's credentials?
Timothy Patrick Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Patrick Walsh located?
Timothy Patrick Walsh is based in MIAMI, Florida, working with EFG ASSET MANAGEMENT (AMERICAS) CORP.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Timothy Patrick Walsh charge for services?
Timothy Patrick Walsh's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EFG ASSET MANAGEMENT (AMERICAS) CORP.?
EFG ASSET MANAGEMENT (AMERICAS) CORP. has approximately 11 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EFG ASSET MANAGEMENT (AMERICAS) CORP.

Jose Luis Perich
MIAMI, FL
Matias Andres Ringel
MIAMI, FL
Kyle Lawrence Leverett
MIAMI, FL
Marcelo Alvim Coscarelli
MIAMI, FL
Eduardo Moliterno Da Cruz
MIAMI, FL
Leonardo Silva Borges
MIAMI, FL

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