Suzanne Arminta Stacy Mckelvey

Employer firm

Walsh & Associates, LLC CRD 144441

$828M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• FINANCIAL CONSULTING/SELECTION OF OTHER ADVISORS

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

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

Current Employers

Employment History

• 10/2012 → 01/2020
  Gould Kilian Cpa Group
  Asheville, NC
• 01/2020 → 02/2022
  Walsh & Associates, Llc
  Sarasota, FL
• 01/2021 → Present
  Lpl Financial, Llc
  Sarasota, FL
• 02/2022 → Present
  Walsh & Associates, Llc
  Sarasota, FL

Other Businesses

1.) Michael E. Lance & Eno H Lance Revocable Living Trust; Not investment related; 390 Eade Rd, Etowah, NC 28729; Parents' Revocable Living Trust; Successor Trustee (and Successor Durable Power of Attorney Agent for both Parents); 01/2022; none at this time; once my parents are unable to handle their affairs or deceased, I will have to take over all administration of their affairs. 2.) Itchy Clark Enterprises, LLC; Not investment Related; 5638 Merrimac Drive, Sarasota, FL 34231; Leasing Company for Pilates equipment; partial owner with brother and sister-in-law; applied for an EIN in 2020 and registered the company as an LLC in Delaware but no activity of the business has yet begun (part of restructuring plan); non at this time; listed as a partial owner for succession planning purposes (if something were to happen to my sister-in-law AND brother at the same time, I could maintain business activity in the interim while their succession plan is implemented).

Exams

• S66 Uniform Combined State Law Examination
  2022-02-22

Other Names

• Suzanne Arminita Stacy Mckelvey