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Alice Kenney Walsh

Middleton & Co. Inc.

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About Alice Kenney Walsh

Alice Kenney Walsh is an Investment Advisor Representative with Middleton & Co. Inc., a firm based in Boston, Massachusetts. Alice Kenney Walsh has been with Middleton & Co. Inc. since May 1995. Alice Kenney Walsh is a Certified Financial Planner. Previously, Alice Kenney Walsh worked at BARTON HALL SECURITIES, INC. in Cambridge, Massachusetts. Alice Kenney Walsh has been active in the investment industry since March 1990 and has a Series 63, Series 65, Series 2 and Series 22 licenses. Alice Kenney Walsh specializes in portfolio management for individuals and businesses and has an active Investment Advisor license in Massachusetts. Alice Kenney Walsh has a focus on insurance companies, high net worth individuals, charitable organizations, and pension and profit sharing plans.

Firm Information

Alice Walsh is currently registered with Middleton & Co. Inc.. Middleton & Co. Inc. is an investment advisor based in BOSTON, MA. The firm has 6 investment adviser representatives and manages approximately $1,040,720,685 in assets. They primarily serve high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include portfolio management for businesses and individuals.
Middleton & Co. Inc.

600 ATLANTIC AVENUE; 18TH FLOOR

BOSTON, MA 02210-2211

$1.04B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alice Walsh’s Registration & Firm History

MA

01/01/1996 - Present

Middleton & Co. Inc. (BOSTON MA)

MA

03/15/1990 - 09/27/1995

BARTON HALL SECURITIES, INC. (CAMBRIDGE MA)

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Licenses & Designations

IA

Issued 12/19/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/1996

Series 2 - Non-Member General Securities Examination

BC

Issued 03/14/1990

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alice Kenney Walsh.
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