AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EW

Erik B. Walsh

Some features on this profile are disabled
CRD#: 2589145
EW

Professional summary


Erik Baxter Walsh was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Erik is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, Erik had worked at 5 firms, which includes DISCOVERY CAPITAL GROUP, TRADE.COM ONLINE SECURITIES INC., JANNEY MONTGOMERY SCOTT LLC, GRUNTAL & CO. L.L.C., ROYAL PALM INVESTMENTS LTD..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 24, 2000 - November 8, 2002

DISCOVERY CAPITAL GROUP

BD
CRD#: 29355
CORAL SPRINGS, FL
Past

April 29, 1999 - December 23, 1999

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

February 12, 1999 - April 19, 1999

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

June 16, 1995 - February 26, 1999

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

February 23, 1995 - June 13, 1995

ROYAL PALM INVESTMENTS, LTD.

BD
CRD#: 28761
GREEN ACRES, FL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/17/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/29/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


DC
DISCOVERY CAPITAL GROUP
DISCOVERY CAPITAL GROUP | DISCOVERY CAPITAL GROUP, INC.

CRD#: 29355 / SEC#: , 8-44256

BD
Revoked by SEC on 03/18/2003
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 03/04/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WALSH, ERIK BAXTERPRESIDENT2589145
BUSH, RICHARD ALBERTCHIEF OPERATING OFFICER2457963
FISCHER, KAREN ZILLIAFINANCIAL AND OPERATIONS PRINCIPAL1708090

Disclosures


Regulatory Event10
Civil Event1

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.

Company Information


DISCOVERY CAPITAL GROUP

CRD#: 29355

TRUST BUT VERIFY

Monitor Erik Walsh

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics