Unclaimed Profile

Rebecca K Walsh

PATHWAY FINANCIAL ADVISORS, LLC·SOUTH BURLINGTON, Vermont

Clean recordPATHWAY FINANCIAL ADVISORS, LLC

2 MARKET STREET, SOUTH BURLINGTON, VT 05403CRD# 5462343Firm CRD# 124801

Profile Verification

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

Identity

Rebecca K Walsh · SOUTH BURLINGTON, VT

Registration

CRD #5462343 · PATHWAY FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rebecca K Walsh is a registered financial advisor based in SOUTH BURLINGTON, Vermont, affiliated with PATHWAY FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PATHWAY FINANCIAL ADVISORS, LLC

AUM

$783M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PATHWAY FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5462343

Firm CRD# 124801

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rebecca K Walsh offer?

Rebecca K Walsh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.

What are Rebecca K Walsh's credentials?

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

Where is Rebecca K Walsh located?

Rebecca K Walsh is based in SOUTH BURLINGTON, Vermont, working with PATHWAY FINANCIAL ADVISORS, LLC. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.

How does Rebecca K Walsh charge for services?

Rebecca K 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 PATHWAY FINANCIAL ADVISORS, LLC?

PATHWAY FINANCIAL ADVISORS, LLC has approximately 11 employees and manages $783M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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