Patricia Musachio has been an investment adviser representative at Walsh & Associates since September 2025, and is not listed among the firm’s executive officers or direct owners. Patricia Musachio holds a Degree in Business from Northern Illinois University.
Walsh & Associates, LLC is a Sarasota, FL firm with $828M under management, 1,324 clients and 9 advisers across 3 offices, as of its March 2026 filing.
Patricia Musachio is Wealth Advisor of Walsh & Associates. After starting in the banking and insurance industries, she changed careers in 2001 to investments and financial planning and opened her own practice, Kinnare & Associates, in Schaumburg, Illinois. She partnered with LPL Financial in 2003 and joined Walsh & Associates in 2025, when the firm added a third office in Schaumburg.
Patricia Musachio’s longest registration was 22 years at LPL Financial LLC (2003–2025). Before joining Walsh & Associates in 2025, Patricia Musachio was registered through LPL Financial LLC and 1717 Capital Management Company.
- Walsh & Associates, LLCCurrent– present · 1 yearSchaumburg, IL · Adviser representative · Firm CRD 144441
- LPL Financial LLC– · 22 yearsFort Mill, SC · Adviser representative · Firm CRD 6413
- 1717 Capital Management Company– · 4 yearsSchaumburg, IL · Adviser representative · Firm CRD 4082
Investment adviser representative registrations
Patricia Musachio is registered as an investment adviser representative in Illinois, since September 2025.
- IllinoisSince 10 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 19 March 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 February 1998 |
| Series 7 | General Securities Representative Examination | 7 August 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 March 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 January 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Patricia Anne Musachio
- CRD
- 2106208
- Firm
- Walsh & Associates · CRD 144441
- Office
- 1701 E. WOODFIELD ROAD, #207, Schaumburg, IL 60173
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- walshandassociates.com
Where does Patricia Musachio work?
Patricia Musachio is an investment adviser representative registered through Walsh & Associates, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Patricia Musachio a financial advisor?
Yes. Patricia Musachio has a current investment-adviser registration in Illinois, through Walsh & Associates since September 2025.
How many years of experience does Patricia Musachio have?
Patricia Musachio has 34 years in the financial industry, since January 1992, across 3 adviser firms.
What exams has Patricia Musachio passed?
Patricia Musachio has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in January 1992. FINRA credited Patricia Musachio with the SIE, which began in October 2018.
Where did Patricia Musachio work before Walsh & Associates?
Before Walsh & Associates, Patricia Musachio was registered through 1717 Capital Management Company, March 1998 to February 2003.
Where is Patricia Musachio based?
Patricia Musachio’s registered office is in Schaumburg, IL.
Is Patricia Musachio registered with FINRA?
Yes. Patricia Musachio has a current broker registration, under CRD 2106208.
Source: FINRA BrokerCheck
How can I verify Patricia Musachio’s record?
Search CRD 2106208 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Patricia Musachio’s full registration record.
