Ian Walsh
Investment adviser representative at Appleton Partners, Inc.
11 yearsExperience
1 stateRegistered in
$12.6BFirm assets
39 yearsFirm in business
Are you Ian Walsh? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Appleton Partners, Inc.Oct 2024 to now
- UnemployedMay 2024 to Oct 2024
- Providence CollegeSep 2020 to May 2024
- Full Time StudentSep 2015 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Appleton Partners, Inc.
$12.6BAssets managed
6,112Clients
31Advisers
39 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
- 8251275
- Firm CRD
- 110049