Unclaimed Profile

Brendan Thomas Walsh

ATLAS PRIVATE WEALTH MANAGEMENT, LLC·ALBANY, New York

SIE, Series 7, Series 63, Series 65Clean record10 years registeredATLAS PRIVATE WEALTH MANAGEMENT, LLC

3 ATRIUM DRIVE, SUITE 265, ALBANY, NY 12205-6400CRD# 4330572Firm CRD# 145331

Profile Verification

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

Identity

Brendan Thomas Walsh · ALBANY, NY

Registration

CRD #4330572 · ATLAS PRIVATE WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Sep 2025 – present

GRAYPOINT LLC

May 2024 – Oct 2025

ALBANY, NY

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

Aug 2016 – Apr 2024

Albany, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 8, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

CRD 145331 · SEC 801-68444

AUM

$1.3B

Regulatory assets under management

Employees

3,633 client accounts

Services offered by ATLAS PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ATLAS PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brendan Thomas Walsh offer?

Brendan Thomas Walsh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBANY, New York for a consultation.

What are Brendan Thomas Walsh's credentials?

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

Where is Brendan Thomas Walsh located?

Brendan Thomas Walsh is based in ALBANY, New York, working with ATLAS PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.

How does Brendan Thomas Walsh charge for services?

Brendan Thomas Walsh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATLAS PRIVATE WEALTH MANAGEMENT, LLC?

ATLAS PRIVATE WEALTH MANAGEMENT, LLC has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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