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Robert Vincent Walsh

SYMMETRIC CAPITAL, LLC·BURLINGTON, Massachusetts
Clean recordSYMMETRIC CAPITAL, LLC
1500 DISTRICT AVE, BURLINGTON, MA 01803CRD# 6025883Firm CRD# 160936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Vincent Walsh · BURLINGTON, MA
Registration
CRD #6025883 · SYMMETRIC CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Vincent Walsh is a registered financial advisor based in BURLINGTON, Massachusetts, affiliated with SYMMETRIC CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SYMMETRIC CAPITAL, LLC
SYMMETRIC CAPITAL, LLC
AUM
$115M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6025883
Firm CRD# 160936
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05

Frequently Asked Questions

What services does Robert Vincent Walsh offer?
Robert Vincent Walsh specializes in Retirement Planning. Contact their office in BURLINGTON, Massachusetts for a consultation.
What are Robert Vincent Walsh's credentials?
Robert Vincent Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Vincent Walsh located?
Robert Vincent Walsh is based in BURLINGTON, Massachusetts, working with SYMMETRIC CAPITAL, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Robert Vincent Walsh charge for services?
Robert Vincent 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 SYMMETRIC CAPITAL, LLC?
SYMMETRIC CAPITAL, LLC is a registered investment adviser with the SEC, managing $115M in regulatory assets under management. See their Form ADV for full details.
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