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Robert Barry Walsh

Lighthouse Financial Advisors, Inc.

Red Bank, NJ

CRD 4554605

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Employer firm

Lighthouse Financial Advisors, Inc. CRD 121496

$1.11B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Lighthouse Financial Advisors, Inc.

3 Harding Road, Suite B, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2022-11-07
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2022-11-07

Branch Locations

3 Harding Road, Suite B, Red Bank, NJ 07701 • 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
Lighthouse Financial Advisors, Inc. Red Bank NJ 05/1999 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CLEAR WAVE WEALTH MANAGEMENT, LLC
MILLINGTON SECURITIES, LLC
HARTSHORNE GROUP, LLC

Nearby Investors

MATTHEW FRANK WILK
JOSEPH MICHAEL GALLO
Robert Daniel Morgan

Nearby Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ

More in Red Bank, NJ

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