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Zachary William Walsh

Hennion & Walsh Asset Management, Inc.

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About Zachary William Walsh

Zachary William Walsh is a registered representative with Hennion & Walsh Asset Management, Inc. Zachary has been in the financial industry since 2013. Zachary has a Series 7, Series 63, and Series 65 licenses and is registered in 35 states. Hennion & Walsh Asset Management, Inc. is a registered investment advisor with the SEC. The firm manages approximately $472,710,937 in assets for individuals, businesses, pension and profit sharing plans, and charitable organizations. The firm specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Zachary Walsh is currently registered with Hennion & Walsh Asset Management, Inc.. Hennion & Walsh Asset Management, Inc. is a Registered Investment Advisor based in Parsippany, NJ. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Hennion & Walsh manages approximately $472.7 million in assets for individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. The firm has 65 investment adviser representatives and 20 licensed agents.
Hennion & Walsh Asset Management, Inc.

2001 ROUTE 46

PARSIPPANY, NJ 07054

$472.71M

Assets Under Management

15

Total Clients

63

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Zachary Walsh’s Registration & Firm History

NJ

08/04/2016 - Present

Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 07/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary William Walsh.
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