Robin Michael Walsh

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 02/2017
  Guardian Life Insurance Co Of America
  Somerville, NJ
• 06/2014 → 02/2017
  Park Avenue Securities Llc
  Somerville, NJ
• 01/2017 → 07/2023
  Securities America Inc.
  Neptune City, NJ
• 01/2017 → 07/2023
  Securities America Advisors
  Neptune City, NJ
• 07/2023 → 11/2023
  M.S. Howells & Co.
  Scottsdale, AZ
• 07/2023 → Present
  Wealthcare Advisory Partners Llc D/B/A Birds Eye Wealth Planning
  Neptune City, NJ

Previous Registrations

• 2017-02-13 → 2023-08-03
  Securities America Advisors, Inc.
  Somerville, NJ
• 2012-10-22 → 2017-03-03
  Park Avenue Securities Llc
  Somerville, NJ
• 2012-06-13 → 2012-10-11
  Hornor, Townsend & Kent, Llc
  Edison, NJ

Other Businesses

Wealthcare DBA BIRDS EYE WEALTH PLANNING POSITION: Owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80, 80 hours during SECURITIES TRADING HOURS; START DATE: 12.5.11 ADDRESS: 3600 Route 66, Suite 150, Neptune, NJ 07753, United States DESCRIPTION: I include insurance planning in my comprehensive financial planning process with my clients B.J. THOMAS MEMORIAL SCHOLARSHIP, INC POSITION: President NATURE: President of 501c3 Non-Profit organization started for my friend BJ Thomas who passed away. INVESTMENT RELATED: No NUMBER OF HOURS per month 10, 2 hours during SECURITIES TRADING HOURS; START DATE: 3.31.21 ADDRESS: 29 Sally St, Howell, NJ 07731, United States DESCRIPTION: We have 2 main events that we will be running in an effort to raise money for education costs for BJ's kids. The first is a golf outing; the second is a home run derby. I will be involved in scheduling and planning these events. Highland Capital Brokerage Investment related- No Address 15801 Brixham Hill Ave. Suite 450 Charlotte, NC 28277 Nature-Insurance Position/Title- Financial Advisor Start date- 3.1.2011 Approximately 15 per month, 5 during trading hours Description- Obtaining life insurance for clients

Exams

• S66 Uniform Combined State Law Examination
  2011-12-05
• S63 Uniform Securities Agent State Law Examination
  2011-07-21

Other Names

• Rob Walsh