President/chief Compliance Officer · Westbourne Investments, Inc.
Patrick M. Walsh
CRD 3051297 · Named on Form ADV at one SEC-registered adviser
At a glance
Westbourne Investments, Inc., an SEC-registered wealth manager based in Alexandria, VA with $276 million in regulatory assets, lists Patrick M. Walsh on its Form ADV as President/chief Compliance Officer, a control person.
Firms and roles
- Westbourne Investments, Inc.President/chief Compliance OfficerWealth manager · Alexandria, VA · $276M in regulatory assets
AtlasMembers
Patrick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Michael C. DelcollianoManaging Director, Westbourne Investments, Inc.
- Rick L. PiconAccount Executive/managing Director, Westbourne Investments, Inc.
- Robert D. LongCEO, Westbourne Investments, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.