Inactive

Connie Marie Walsh-Toler

Adirondack Retirement Strategies

Claim This Profile

Current Employers

Adirondack Retirement Strategies

Moreau, NY • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2022-08-03
NY	RA	APPROVED	2021-03-05

SC RA
APPROVED

Since 2022-08-03
NY RA
APPROVED

Since 2021-03-05

Branch Locations

Moreau, NY • 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

Organization	City	State	From	To
Duanesburg Central School	Delanson	NY	01/2010	09/2016
Albany City School District	Albany	NY	09/2016	03/2018
H&R Block	South Glens Falls	NY	01/2019	04/2019
Schenectady County Community College,	Schenectady	NY	06/2015	07/2022
Wswhe Boces/Multiple School Districts	Hudson Falls	NY	04/2018	07/2022
J Mandwelle Capital Management	Queensbury	NY	07/2017	05/2021
Adirondack Retirement Strategies Llc	Moreau	NY	12/2020	Present

01/2010 → 09/2016

Duanesburg Central School

Delanson, NY
09/2016 → 03/2018

Albany City School District

Albany, NY
01/2019 → 04/2019

H&R Block

South Glens Falls, NY
06/2015 → 07/2022

Schenectady County Community College,

Schenectady, NY
04/2018 → 07/2022

Wswhe Boces/Multiple School Districts

Hudson Falls, NY
07/2017 → 05/2021

J Mandwelle Capital Management

Queensbury, NY
12/2020 → Present

Adirondack Retirement Strategies Llc

Moreau, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-02-27

S65 Uniform Investment Adviser Law Examination

2021-02-27

Designations

Other Names

Connie Casey
Connie Walsh

View on SEC IAPD

More in Moreau, NY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor