Unclaimed Profile

Michael James Walsh

WALSH & ASSOCIATES, LLC·SARASOTA, Florida

Clean recordWALSH & ASSOCIATES, LLC

2350 FRUITVILLE RD, SARASOTA, FL 34237CRD# 5160655Firm CRD# 144441

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael James Walsh · SARASOTA, FL

Registration

CRD #5160655 · WALSH & ASSOCIATES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael James Walsh is a financial advisor based in Sarasota, Florida, where he operates WALSH & ASSOCIATES, LLC. He is registered with CRD number 5160655. Additional information about his credentials and specialties is not available from the provided information.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WALSH & ASSOCIATES, LLC

AUM

$574M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WALSH & ASSOCIATES, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5160655

Firm CRD# 144441

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael James Walsh offer?

Michael James Walsh specializes in Financial Planning, Investment Management. Contact their office in SARASOTA, Florida for a consultation.

What are Michael James Walsh's credentials?

Michael James Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael James Walsh located?

Michael James 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 Michael James Walsh charge for services?

Michael James 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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