Elizabeth Ann Ward
Investment adviser representative at Walsky Investment Management Inc
28 yearsExperience
2 statesRegistered in
$130.2MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Walsky Investment Management, Inc.Feb 1998 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Walsky Investment Management Inc
$130.2MAssets managed
107Clients
2Advisers
4 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
- 4362541
- Firm CRD
- 106991