Thomas Walsh
Thomas Walsh is a registered investment advisor at Cetera Investment Advisers LLC, based in Bethel Park, PA, with 23 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5074 West Library Ave, Suite 600, Bethel Park, PA, 15102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is the President of Thomas M Walsh & Associates, LLC, providing tax preparation and accounting services, dedicating full-time hours. He also co-owns rental property and is an agent for Avantax Insurance Agency/Services, potentially selling various annuity and insurance products, spending minimal time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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