Patriot Mullare Associates
47yrs
Top advisor by experience in Hingham
New
Veronica Walsh is a fiduciary financial advisor in Hingham, Massachusetts, registered since Dec 2025. After a year at One Charles Private Wealth, Veronica joined Coastal Bridge Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Coastal Bridge Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 212 advisors with offices in Hingham, and one of 190 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office99 Derby Street Suite 100, Hingham, MA 02043
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.4 million
Advisors at the firm40
States licensed ?1 state
Services through Coastal Bridge Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowCoastal Bridge AdvisorsCurrent firm
- Jan 2026 – Aug 2026One Charles Private WealthPreviously
Contact Veronica
(203) 683-1530Firm headquarters in Westport, CT. Ask for Veronica. 99 Derby Street Suite 100Hingham, MA 02043Office · Get directions Firm websiteHTTPS://WWW.WADDELLANDASSOCIATES.COM
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Questions to ask Veronica
Tailored to Veronica’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Veronica
How do I contact Veronica?
Call Coastal Bridge Advisors at (203) 683-1530 and ask for Veronica Walsh. Veronica works from the Hingham, MA office.
How long has Veronica been a financial advisor?
Veronica is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Veronica hold?
Series 65. Tap any license on this page to see what it allows.
Is Veronica a fiduciary?
Veronica is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Veronica paid?
Coastal Bridge Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Veronica for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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