Michael
Walsh

Hightower Advisors, LLC

CRD#6796366
Investment Advisor
in New York, NY

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About this Advisor

Michael Walsh is a financial advisor based in New York, New York, working with Hightower Advisors, LLC. Michael has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Radford University, Northwestern Mutual, Stellar Partners Inc, Radford Athletic Department, First Republic Investment Management, Inc, First Republic Securities Company, LLC, J.P. Morgan Securities LLC, and Hightower Advisors. Michael has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Michael is part of Hightower Advisors, LLC, which operates out of New York, New York. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

300 Madison Ave. 29Th Floor
New York, NY 10017

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

NY Average: $6,674,516,078
Total Number of Employees

1,816

NY Average: 44
Total Number of Accounts

178,256

NY Average: 2,564
Average Account Size

$730,631

NY Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Michael Walsh Work History

2024 - Present (0 year)

Hightower Advisors

2023 - Present (1 year)

J.P. Morgan Securities LLC

2021 - Present (3 years)

First Republic Investment Management, Inc

2021 - Present (3 years)

First Republic Securities Company, LLC

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2019 (< 1 year)

Stellar Partners Inc

2017 - 2018 (1 year)

Northwestern Mutual

2015 - 2018 (3 years)

Radford Athletic Department

2014 - 2018 (4 years)

Radford University

Disclosures

Please visit the SEC profile of Michael Walsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hightower Advisors, LLC

Nancy Bell
Downers Grove, IL
Sadie Lanzet
New York, NY
Emily Lassiter
Birmingham, AL
Alexandra Emma
Naples, FL
Mathew Kraines
Newport Beach, CA
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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