Career
Christina Walsh has been Chief Financial Officer of Wilshire Advisors since February 2026. Christina Walsh is a control person of the firm and directly owns under 5% of it. Christina Walsh earned an MBA from the Wharton School at the University of Pennsylvania and a bachelor’s degree in business management from Stony Brook University.
Wilshire Advisors LLC is a Santa Monica, CA firm with $149B under management, 760,289 clients and 86 advisers across 6 offices, as of its October 2026 filing.
Wilshire says Christina Walsh oversees its financial functions, including forecasting, budgeting and financial reporting, as chief financial officer and Executive Committee member. She joined in 2026 after serving as CFO of SageView Advisory Group, a principal and private equity investor at Aquiline Capital Partners, an M&A banker at Evercore and an adviser in wealth management.
No adviser firm registrations are on Christina Walsh’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 10 September 2015 |
| Series 79 | Investment Banking Registered Representative Examination | 2 September 2015 |
| Series 66 | Uniform Combined State Law Examination | 8 September 2006 |
| Series 7 | General Securities Representative Examination | 9 August 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Christina Marie Walsh
- CRD
- 5183795
- Firm bio
- wilshire.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Christina Walsh work?
Christina Walsh has been Chief Financial Officer of Wilshire Advisors LLC since February 2026, and is a control person of the firm.
Does Christina Walsh have a current investment-adviser registration?
Christina Walsh has no current investment-adviser or broker registration.
What exams has Christina Walsh passed?
Christina Walsh has passed 4 licensing exams: the Series 7, Series 66, Series 79 and Series 63. The earliest, the Series 7, was passed in August 2006. FINRA credited Christina Walsh with the SIE, which began in October 2018.
