Nicholas Walsh is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Avon, CT, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Avon, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas has a 16.67% ownership in Towermark Wealth Management LLC and 100% ownership in Island Peak Limited. He also is involved in a family ceramics business, acts as a trustee and executor for his in-laws' trusts, and manages a rental property, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Advest, INC.
Advest, INC.Broker
State Registrations36 states
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