Unclaimed Profile

Constance Michelle Walsh

THIRD STREET ADVISORS, LLC·GENEVA, Illinois

SIE, Series 7, Series 63, Series 65CFP28 years registeredTHIRD STREET ADVISORS, LLC

109 NORTH THIRD STREET, GENEVA, IL 60134CRD# 1192281Firm CRD# 113212

Profile Verification

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

Identity

Constance Michelle Walsh · GENEVA, IL

Registration

CRD #1192281 · THIRD STREET ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

INTEGRATED WEALTH CONCEPTS LLC

Feb 2023 – present

LAUREL WEALTH ADVISORS, INC.

Jan 2021 – Mar 2023

Del Mar, CA

LAUREL WEALTH ADVISORS, INC.

Sep 2016 – Dec 2020

Del Mar, CA

THIRD STREET ADVISORS, LLC

Jun 2000 – Nov 2016

GENEVA, IL

FSC SECURITIES CORPORATION

Aug 1998 – Mar 2006

LISLE, IL

NEACO ADVISORY, INC.

Aug 1998 – Nov 2016

GENEVA, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 3, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

2005Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THIRD STREET ADVISORS, LLC

CRD 113212 · SEC 801-124730

AUM

$96M

Regulatory assets under management

Employees

245 client accounts

Services offered by THIRD STREET ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THIRD STREET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Constance Michelle Walsh offer?

Constance Michelle Walsh specializes in Investment Management, Fee-Only Advisory. Contact their office in GENEVA, Illinois for a consultation.

What are Constance Michelle Walsh's credentials?

Constance Michelle Walsh holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Constance Michelle Walsh located?

Constance Michelle Walsh is based in GENEVA, Illinois, working with THIRD STREET ADVISORS, LLC. Their office serves clients in the GENEVA metropolitan area and surrounding communities.

How does Constance Michelle Walsh charge for services?

Constance Michelle Walsh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THIRD STREET ADVISORS, LLC?

THIRD STREET ADVISORS, LLC has approximately 7 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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