Kenneth Edward Walsh

Employer firm

Buckley Capital Advisors, LLC CRD 268818

$194M regulatory AUM

Reported services (Item 5G)

• 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

• 10/1990 → Present
  Walsh, Corr & Associates P.C.
  Steamboat, CO
• 11/2004 → Present
  Clcw, Llc
  Steamboat Springs, CO
• 06/2006 → 10/2016
  Fortress Capital Management, Inc.
  Steamboat Springs, CO
• 05/2015 → Present
  Buckley Capital Advisors, Llc
  Steamboat Springs, CO

Previous Registrations

• 2006-11-14 → 2016-10-03
  Fortress Capital Management, Inc.
  Steamboat Springs, CO
• 2005-10-27 → 2007-11-26
  Classic Financial & Investment Services, Inc.
  Boulder, CO
• 2004-10-04 → 2005-07-06
  Greenbook Investment Management, Inc.
  Steamboat Springs, CO
• 2003-01-14 → 2004-12-31
  Xelan Financial Planning, Inc.
  Steamboat Springs, CO
• 2001-12-20 → 2003-01-15
  Xelan Investment Services, Inc.
  Steamboat Springs, CO
• 2000-02-16 → 2002-12-31
  Xelan Inc
  Steamboat Springs, CO

Other Businesses

Walsh Corr & Associates- accounting firm- owner/accountant- CO. Not investment related. Kenneth E. Walsh is a partner in several real estate investments. Clients are not solicited into these or any other real estate investments. Kenneth E. Walsh is an owner of W F H LLC, a family partnership used to hold various investments. Clients are not solicited to invest in this family partnership.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-27

Other Names

• Ken Walsh