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Joseph Patrick Walsh

WALSH & ASSOCIATES, LLC·SARASOTA, Florida
CFPCFASeries 24Series 7Series 63Series 65SIELicensed in 28 states
Unclaimed Profile
2350 FRUITVILLE RD, SARASOTA, FL 34237CRD# 1477994Firm CRD# 144441
01

About

Joseph Patrick Walsh is a financial advisor based in Sarasota, Florida, where he operates WALSH & ASSOCIATES, LLC. He is registered with CRD number 1477994. Additional information about his credentials and specialties is not provided in the available details.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WALSH & ASSOCIATES, LLC
WALSH & ASSOCIATES, LLC
AUM
$574M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at WALSH & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1477994
Firm CRD# 144441
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Patrick Walsh offer?
Joseph Patrick Walsh specializes in Financial Planning, Investment Management. Contact their office in SARASOTA, Florida for a consultation.
What are Joseph Patrick Walsh's credentials?
Joseph Patrick Walsh holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joseph Patrick Walsh located?
Joseph Patrick Walsh is based in SARASOTA, Florida, working with WALSH & ASSOCIATES, LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Joseph Patrick Walsh charge for services?
Joseph Patrick Walsh's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALSH & ASSOCIATES, LLC?
WALSH & ASSOCIATES, LLC has approximately 13 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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