Sean Francis Walsh
Investment adviser representative at Purkiss Capital Advisors, LLC
33 yearsExperience
3 statesRegistered in
$842.2MFirm assets
20 yearsFirm in business
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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
Experience
33 years in the industry.
- Scarsdale Investment Group, LtdJul 2023 to now
- Purkiss Capital Advisors, LLCJan 2022 to now
- UnemployedJun 2021 to Jan 2022
- Fidelity InvestmentsOct 1993 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CT, MA, TX).
Purkiss Capital Advisors, LLC
$842.2MAssets managed
409Clients
5Advisers
20 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
- 2194473
- Firm CRD
- 124324