Daniel Charles Walsh
Investment adviser representative at Successful Portfolios LLC
9 yearsExperience
1 stateRegistered in
$281.5MFirm assets
11 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Successful Portfolios LLCNov 2025 to now
- UnemployedJun 2025 to Oct 2025
- Morgan Stanley Smith Barney LLCNov 2021 to May 2025
- UnemployedJul 2021 to Nov 2021
- Tech DataJan 2020 to Jul 2021
- Home DepotAug 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Successful Portfolios LLC
$281.5MAssets managed
206Clients
3Advisers
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
- 7456665
- Firm CRD
- 152429