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Elizabeth Ann Ward

Walsky Investment Management Inc

Wyomissing, PA

CRD 4362541

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Employer firm

Walsky Investment Management Inc CRD 106991

$130M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Walsky Investment Management Inc

2650 Westview Drive, Wyomissing, PA 19610-1187 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-21
PA RA APPROVED 2000-05-25
  • TX RA
    APPROVED
    Since 2024-06-21
  • PA RA
    APPROVED
    Since 2000-05-25

Branch Locations

2650 Westview Dr., Wyomissing, PA 19610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Walsky Investment Management, Inc. Wyomissing PA 02/1998 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-04-18
  • S65 Uniform Investment Adviser Law Examination
    2000-04-18

View on SEC IAPD

Nearby Firms

ATLAS WEALTH PARTNERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

SEAN PATRICK MCCULLOUGH
MICHAEL JOSEPH JANVRIN
Kyle Hutchinson

Nearby Offices

ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
LPL FINANCIAL LLC · WYOMISSING, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WYOMISSING, PA

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