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Robert Barry Walsh

LIGHTHOUSE FINANCIAL ADVISORS, INC.·RED BANK, New Jersey
Unclaimed Profile
3 HARDING ROAD, SUITE B, RED BANK, NJ 07701CRD# 4554605Firm CRD# 121496
01

About

Robert Barry Walsh is a registered financial advisor based in RED BANK, New Jersey, affiliated with LIGHTHOUSE FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
LIGHTHOUSE FINANCIAL ADVISORS, INC.
LIGHTHOUSE FINANCIAL ADVISORS, INC.
AUM
$714M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LIGHTHOUSE FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 4554605
Firm CRD# 121496
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Barry Walsh offer?
Robert Barry Walsh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.
What are Robert Barry Walsh's credentials?
Robert Barry Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Barry Walsh located?
Robert Barry Walsh is based in RED BANK, New Jersey, working with LIGHTHOUSE FINANCIAL ADVISORS, INC.. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does Robert Barry Walsh charge for services?
Robert Barry Walsh's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIGHTHOUSE FINANCIAL ADVISORS, INC.?
LIGHTHOUSE FINANCIAL ADVISORS, INC. has approximately 9 employees and manages $714M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)MORRISTOWN (119)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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