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Kevin Peter Walsh

Foreside Fund Services, LLC

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About Kevin Peter Walsh

Kevin Peter Walsh is a financial advisor with over 29 years of experience in the industry. Kevin is currently registered with Foreside Fund Services, LLC and has been with the firm since 3/15/2023. Kevin is a registered representative in 53 states and the District of Columbia. Previously, Kevin has worked with Blackrock Investments, LLC, Blackrock Fund Distribution Company, Barclays Global Investors Services, UBS Global Asset Management (US) Inc., UBS PaineWebber Inc., NYLIFE Distributors Inc., Delaware Distributors, L.P., and OppenheimerFunds Distributor, Inc..

Firm Information

Kevin Walsh is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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.

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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Kevin Walsh’s Registration & Firm History

NY

03/15/2023 - Present

Foreside Fund Services, LLC (New York NY)

MA

01/03/2012 - 01/19/2023

BLACKROCK INVESTMENTS, LLC (BOSTON MA)

MA

11/06/2009 - 12/31/2011

BLACKROCK FUND DISTRIBUTION COMPANY (BOSTON MA)

MA

07/11/2005 - 12/31/2009

BARCLAYS GLOBAL INVESTORS SERVICES (BOSTON MA)

NY

03/27/2002 - 06/15/2005

UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)

NJ

03/06/1998 - 04/10/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NJ

08/29/1995 - 01/27/1998

NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)

PA

03/16/1995 - 08/09/1995

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

NY

08/11/1993 - 01/10/1995

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/15/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Peter Walsh.
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