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Brendan Thomas Walsh

ATLAS PRIVATE WEALTH MANAGEMENT, LLC·ALBANY, New York
Unclaimed Profile
3 ATRIUM DRIVE, SUITE 265, ALBANY, NY 12205-6400CRD# 4330572Firm CRD# 145331
01

About

Brendan Thomas Walsh is a registered financial advisor based in ALBANY, New York, affiliated with ATLAS PRIVATE WEALTH MANAGEMENT, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at ATLAS PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4330572
Firm CRD# 145331
6 disclosures on file
View on FINRA BrokerCheck →

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05

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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