Kathryn M. Walsh

CORBYN INVESTMENT MANAGEMENT

Lutherville, MD 21093

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CRD#: 5407567

Professional summary

Kathryn Michelle Walsh, who also goes by Kathryn Michelle Walsh, Katie M. Walsh, is a registered financial advisor currently at CORBYN INVESTMENT MANAGEMENT INC located in Lutherville, Maryland and QUASAR DISTRIBUTORS, LLC located in Lutherville, Maryland.

Kathryn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Kathryn has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kathryn Michelle Walsh | Katie M. Walsh

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.

1) Corbyn Investment Management, Inc.; Investment Related; Sales; Lutherville, MD; 01/2025; Regional Sales Director; Distribution of Corbyn Investment Management funds; 160 Hrs./Mo. 2. Registered Representative with Quasar Distributors, a registered broker-dealer; investment-related; Milwaukee, WI, 1/2025; 160 hours per month mainly during securities trading hours. 2) Investment Property; Investment Related; Ocean City, MD; Rental Income; Owner; 10/2025; 5 Hrs/Month; renting out condo as short term rental

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathryn Michelle Walsh'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

March 7, 2025 - Present

CORBYN INVESTMENT MANAGEMENT INC

Office #1: 2330 West Joppa Road Suite 255, Lutherville, MD 21093

RIA

CRD#: 104716

Lutherville, MD

Current

January 24, 2025 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 2330 West Joppa Road, Suite 108, Lutherville, MD 21093

CRD#: 103848

Lutherville, MD

Past

December 15, 2020 - January 3, 2024

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

September 30, 2014 - October 7, 2020

CLEARBRIDGE INVESTMENTS, LLC

RIA

CRD#: 137028

NEW YORK, NY

Past

September 30, 2014 - October 7, 2020

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

BALTIMORE, MD

Past

June 25, 2013 - September 24, 2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Past

November 18, 2008 - June 6, 2013

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BALA CYNWYD, PA

Past

March 18, 2008 - June 6, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, PA

Past

October 23, 2007 - May 28, 2008

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

CORBYN INVESTMENT MANAGEMENT INC

CRD#: 104716 / SEC#: 801-9139

RIA

Registered Investment Advisory firm - (3/9/1973 Approved)

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

Colorado
(1/24/2025)

Connecticut
(1/24/2025)

Delaware
(1/24/2025)

Florida
(1/24/2025)

Illinois
(1/24/2025)

Louisiana
(1/24/2025)

Maryland
(1/24/2025)

IAR

Maryland
(3/7/2025)

Massachusetts
(1/24/2025)

Michigan
(1/24/2025)

Minnesota
(1/24/2025)

New Hampshire
(1/24/2025)

New Jersey
(1/24/2025)

New York
(1/24/2025)

Ohio
(1/27/2025)

Pennsylvania
(1/24/2025)

Rhode Island
(1/24/2025)

Texas
(1/24/2025)

Virginia
(1/24/2025)

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 66

Date: 10/28/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/22/2007

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: 7/14/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/11/2007

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/23/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CORBYN INVESTMENT MANAGEMENT INC

CRD#: 104716 / SEC#: 801-9139

RIA

Registered Investment Advisory firm - (3/9/1973 Approved)

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Contact information

Main Address

2330 W Joppa Rd Ste 108, Lutherville, MD 21093

Mailing Address

Phone number

(410) 832-5500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE MARCH 2024 (11/25/2025)

Regulatory assets under management

Total Number of Accounts	456
AUM (Assets Under Management)	$ 976,239,562

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.

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Advisor Monitoring

Firm Stability Insights

Kathryn M. Walsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathryn Michelle Walsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

DWS DISTRIBUTORS, INC.

CLEARBRIDGE INVESTMENTS, LLC

FRANKLIN DISTRIBUTORS, LLC

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

CORBYN INVESTMENT MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2008

Series 63

Date: 10/22/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2008

Series 6

Date: 10/11/2007

Series 24

Date: 9/23/2011

FINRA

Current Firm

CORBYN INVESTMENT MANAGEMENT INC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORBYN INVESTMENT MANAGEMENT INC

TRUST BUT VERIFY

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