Ryan Walsh has been an investment adviser representative at Roberts Wealth Advisors since July 2021, and is not listed among the firm’s executive officers or direct owners.
Roberts Wealth Advisors, LLC is a Menlo Park, CA firm with $446M under management, 150 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Ryan Walsh’s longest registration was 6 years at Northwest Asset Management (2014–2021). Before joining Roberts Wealth Advisors in 2021, Ryan Walsh was registered through Northwest Asset Management.
- Roberts Wealth Advisors, LLCCurrent– present · 5 yearsPark City, UT · Adviser representative · Firm CRD 308827
- Northwest Asset Management– · 6 yearsMercer Island, WA · Adviser representative · Firm CRD 147923
Investment adviser representative registrations
Ryan Walsh is registered as an investment adviser representative in 2 states. The first approvals date from July 2021; the most recent is Utah, in March 2023.
- UtahSince 9 March 2023
- WashingtonSince 23 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ryan William Walsh
- CRD
- 6118984
- Firm
- Roberts Wealth Advisors · CRD 308827
- Office
- 1245 Deer Valley Drive, Suite 3A, Park City, UT 84060
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Walsh work?
Ryan Walsh is an investment adviser representative registered through Roberts Wealth Advisors, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Walsh a financial advisor?
Yes. Ryan Walsh has a current investment-adviser registration in Utah and Washington, through Roberts Wealth Advisors since July 2021.
How many years of experience does Ryan Walsh have?
Ryan Walsh has 12 years in the financial industry, since August 2014, across 2 adviser firms.
What exams has Ryan Walsh passed?
Ryan Walsh passed the Series 65 in August 2014.
Where did Ryan Walsh work before Roberts Wealth Advisors?
Before Roberts Wealth Advisors, Ryan Walsh was registered through Northwest Asset Management, August 2014 to July 2021.
Where is Ryan Walsh based?
Ryan Walsh’s registered office is in Park City, UT.
Is Ryan Walsh registered with FINRA?
No. Ryan Walsh has no current broker registration.
How can I verify Ryan Walsh’s record?
Search CRD 6118984 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Walsh’s full registration record.
