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Kenneth Edward Walsh

Investment Adviser Representative at BUCKLEY CAPITAL ADVISORS, LLC

Steamboat Springs, COCRD #3197236Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
2 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kenneth Edward Walsh has worked in the securities industry since 2000. They have passed the Series 66 and 6 examinations. They are registered to provide investment advisory services in Colorado and Florida.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
ColoradoFlorida
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/27/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/24/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Buckley Capital Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BUCKLEY CAPITAL ADVISORS, LLCCurrent
11/24/2015 – Steamboat Springs, CO
FORTRESS CAPITAL MANAGEMENT, INC.
11/14/2006 – 10/3/2016Steamboat Springs, CO
PORTFOLIO SOLUTIONS, INC.
10/27/2005 – 11/26/2007Boulder, CO
GREENBOOK INVESTMENT MANAGEMENT, INC.
10/4/2004 – 7/6/2005Steamboat Springs, CO
XELAN FINANCIAL PLANNING, INC.
1/14/2003 – 12/31/2004Steamboat Springs, CO
XELAN INVESTMENT SERVICES, INC.
12/20/2001 – 1/15/2003Steamboat Springs, CO
XELAN INC
2/16/2000 – 12/31/2002Steamboat Springs, CO

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BUCKLEY CAPITAL ADVISORS, LLC

1 other advisor in the directory

Zachary Charles Buckley
Investment Adviser Representative
Investment Adviser Rep
View BUCKLEY CAPITAL ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kenneth Edward Walsh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Kenneth Edward Walsh - Financial Advisor in Steamboat Springs, CO | AdvisorFinder