Patricia A. Musachio

WALSH & ASSOCIATES

SCHAUMBURG, IL 60173

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CRD#: 2106208

Professional summary

Patricia Anne Musachio, who also goes by Patricia Anne Hourihan, Patricia Ann Kinnare, Patricia Anne Kinnare, is a registered financial advisor currently at WALSH & ASSOCIATES, LLC located in Schaumburg, Illinois and LPL FINANCIAL LLC located in Schaumburg, Illinois.

Patricia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Patricia has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Aliases

Patricia Anne Hourihan | Patricia Ann Kinnare | Patricia Anne Kinnare

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Anne Musachio's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 10, 2025 - Present

WALSH & ASSOCIATES, LLC

Office #1: 1701 E. Woodfield Road #207, Schaumburg, IL 60173

RIA

CRD#: 144441

SCHAUMBURG, IL

Current

February 3, 2003 - Present

LPL FINANCIAL LLC

Office #1: 1701 E. Woodfield Rd Ste 207, Schaumburg, IL 60173-5127

RIA

CRD#: 6413

SCHAUMBURG, IL

Past

February 3, 2003 - December 5, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

March 5, 1998 - February 12, 2003

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

SCHAUMBURG, IL

Past

September 20, 1995 - February 12, 2003

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

January 17, 1992 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

January 17, 1992 - September 29, 1995

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WALSH & ASSOCIATES, LLC

CRD#: 144441 / SEC#: 801-77605

RIA

Registered Investment Advisory firm - (2/19/2013 Approved)

California

Registered Investment Advisory firm - (4/24/2013 Terminated)

Florida

Registered Investment Advisory firm - (3/25/2013 Terminated)

Texas

Registered Investment Advisory firm - (3/25/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(8/8/2013)

California
(4/9/2024)

Florida
(1/3/2006)

Illinois
(2/3/2003)

IAR

Illinois
(9/10/2025)

Indiana
(2/3/2003)

Nevada
(9/24/2019)

Wisconsin
(1/12/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/26/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/11/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/16/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/19/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WALSH & ASSOCIATES, LLC

CRD#: 144441 / SEC#: 801-77605

RIA

Registered Investment Advisory firm - (2/19/2013 Approved)

California

Registered Investment Advisory firm - (4/24/2013 Terminated)

Florida

Registered Investment Advisory firm - (3/25/2013 Terminated)

Texas

Registered Investment Advisory firm - (3/25/2013 Terminated)

PREMIUM

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Contact information

Main Address

2350 Fruitville Rd Suite 201, Sarasota, FL 34237

Mailing Address

Phone number

(941) 952-1188

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A FIRM BROCHURE (3/10/2026)

WALSH & ASSOCIATES WRAP PROGRAM (3/10/2026)

Regulatory assets under management

Total Number of Accounts	2,571
AUM (Assets Under Management)	$ 827,707,540

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Patricia A. Musachio

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Anne Musachio's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

WALSH & ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/1998

Series 63

Date: 3/11/1992

SIE

Date: 10/1/2018

Series 7

Date: 8/7/1996

Series 6

Date: 1/16/1992

Series 24

Date: 3/19/2004

FINRA

Current Firm

WALSH & ASSOCIATES, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WALSH & ASSOCIATES, LLC

TRUST BUT VERIFY

Contact information

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