Unclaimed Profile

Paul Robert Walsh

BETTERMENT LLC·NEW YORK, New York

BETTERMENT LLC

61 WEST 23RD STREET, NEW YORK, NY 10010CRD# 3189041Firm CRD# 149117

Profile Verification

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

Identity

Paul Robert Walsh · NEW YORK, NY

Registration

CRD #3189041 · BETTERMENT LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Paul Robert Walsh is a registered financial advisor based in NEW YORK, New York, affiliated with BETTERMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

BETTERMENT LLC

BETTERMENT

AUM

$45.9B

Regulatory assets under management

Employees

532

Total firm employees

View all advisors at BETTERMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3189041

Firm CRD# 149117

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Robert Walsh offer?

Paul Robert Walsh specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.

What are Paul Robert Walsh's credentials?

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

Where is Paul Robert Walsh located?

Paul Robert Walsh is based in NEW YORK, New York, working with BETTERMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Paul Robert Walsh charge for services?

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

How large is BETTERMENT LLC?

BETTERMENT LLC has approximately 532 employees and manages $45.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →