Daniel Charles Walsh

Employer firm

Successful Portfolios LLC CRD 152429

$282M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 11/2021 → 05/2025
  Morgan Stanley Smith Barney Llc
  Tampa, FL
• 01/2020 → 07/2021
  Tech Data
  Clearwater, FL
• 08/2016 → 12/2019
  Home Depot
  Clearwater, FL
• 07/2021 → 11/2021
  Unemployed
  Clearwater, FL
• 06/2025 → 10/2025
  Unemployed
  Clearwater, FL
• 11/2025 → Present
  Successful Portfolios Llc
  Clearwater, FL

Previous Registrations

• 2023-02-27 → 2025-06-10
  Morgan Stanley
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-02-24

Other Names

• Daniel C Walsh