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Tom Edward Walsh

Investment adviser representative at Pillar Financial Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$357.9MFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Pillar Financial Advisors, LLCMar 2023 to now
  2. Cashel Financial Advisors, LLCAug 2009 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (KY).

Pillar Financial Advisors, LLC

$357.9MAssets managed
210Clients
1Advisers
11 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
5702009
Firm CRD
121880
Advisor's SEC record (opens in a new tab)
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