Suzanne Arminta Stacy mckelvey
Investment adviser representative at Walsh & Associates, LLC
14 yearsExperience
1 stateRegistered in
$827.7MFirm assets
13 yearsFirm in business
Are you Suzanne Arminta Stacy mckelvey? Claim your profile
Contact this firm
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
- Pension consulting
Experience
14 years in the industry.
- LPL Financial, LLCJan 2021 to now
- Walsh & Associates, LLCJan 2020 to now
- Gould Kilian Cpa GroupOct 2012 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Walsh & Associates, LLC
$827.7MAssets managed
1,324Clients
9Advisers
13 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
- 7214778
- Firm CRD
- 144441