Brian Patrick Walsh
Investment adviser representative at The Ascent Group, LLC
41 yearsExperience
3 statesRegistered in
ChFC®Designation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
41 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- The Ascent Group, LLCMay 2021 to now
- Ameritas Life Insurance Corp. of New YorkMar 2010 to now
- Ameritas Life InsuranceJun 2006 to now
- Walsh & Nicholson Agency dba Walsh & Nicholson Financial GroupMar 1985 to now
- Triad AdvisorsFeb 2023 to Aug 2024
- Ameritas Investment Corp.Jun 2006 to Jan 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (PA, SC, TX).
The Ascent Group, LLC
$4.8BAssets managed
4,292Clients
20Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1432309
- Firm CRD
- 314424