MW
MW
Michael Walsh is a registered investment advisor at Catalyst Capital Advisors LLC, based in San Juan, PR, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 20 clients with $10B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$10.1B
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Location
207 Calle De Parque, Floor 7, Suite 2, San Juan, PR, 00912
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Catalyst Capital Advisors LLC
March 2024 - Present · 2 yrs 2 mos
Alt Fund Distributors LLCBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
January 2022 - May 2022 · 4 mos
Fidelity Brokerage Services LLCBroker
December 2021 - April 2022 · 4 mos
Pgim Investments LLC
March 2015 - April 2021 · 6 yrs 1 mo
Prudential Investment Management Services LLCBroker
January 2015 - April 2021 · 6 yrs 3 mos
Wbi Investments
October 2013 - March 2014 · 5 mos
Quasar Distributors, LLCBroker
September 2013 - March 2014 · 6 mos
Blackrock Investment Management, LLC
October 2007 - August 2013 · 5 yrs 10 mos
Blackrock Investments, LLCBroker
July 2007 - August 2013 · 6 yrs 1 mo
State Registrations1 state
NY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.