Daniel Charles Walsh is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with SUCCESSFUL PORTFOLIOS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUCCESSFUL PORTFOLIOS LLC | 2026-03-24 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-02-27 | 2025-06-10 | — |