Barry Ross Walsh
Investment adviser representative at Cwa Asset Management Group
11 yearsExperience
1 stateRegistered in
$4.5BFirm assets
12 yearsFirm in business
Are you Barry Ross 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cwa Asset Management Group, LLCMar 2026 to now
- Vive HealthMay 2023 to Mar 2026
- Five Star ValetJan 2023 to Apr 2023
- Hobdaru Family MedicineOct 2022 to Dec 2022
- Aad DermatologyJan 2022 to Oct 2022
- Salem UniversityMar 2021 to Jan 2022
- LabcorpDec 2020 to Mar 2021
- New Albany Country ClubJun 2020 to Nov 2020
- N/aMar 2020 to May 2020
- Duffys Sports Bar and GrillAug 2018 to Mar 2020
- Boys and Girls ClubJun 2018 to Jul 2019
- YmcaFeb 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cwa Asset Management Group
Legal name: Cwa Asset Management Group, LLC
$4.5BAssets managed
1,976Clients
48Advisers
12 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
- 8266408
- Firm CRD
- 158940