Gary
Walker

Steward Partners Investment Advisory, LLC

CRD#4569236
Investment Advisor
in Portsmouth, NH

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About this Advisor

Gary Walker is a financial advisor working out of Portsmouth, New Hampshire with a total of 7 years of industry experience. Walker works at Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Oppenheimer & Co. Inc, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Investment Solutions, LLC and Raymond James Financial Services Advisors Inc. Walker has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in New Hampshire and Texas. Steward Partners Investment Advisory, LLC is a registered investment firm that has its headquarters in New York, NY. The company has offices in 45 locations and a total of 363 employees. It handles $12 billion in assets among its 27,637 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 27,637 client accounts, 55% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on the type of services. However, fee types charged by Steward Partners Investment Advisory, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

145 Maplewood Avenue Suite 100
Portsmouth, NH 03801

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

NH Average: $7,464,549,021
Total Number of Employees

363

NH Average: 88
Total Number of Accounts

27,637

NH Average: 3,892
Average Account Size

$440,314

NH Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Gary Walker Work History

Gary has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2016 - Present (8 years)

Steward Partners Investment Advisory, LLC

2015 - Present (9 years)

Raymond James Financial Services, Inc

2015 - Present (9 years)

Steward Partners Global Advisory, LLC

2015 - Present (9 years)

Steward Partners Global Advisory, LLC

2015 - 2016 (1 year)

Raymond James Financial Services Advisors Inc

2012 - 2015 (3 years)

Oppenheimer & Co. Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Steward Partners Investment Advisory, LLC

Peter Shanahan
New York, NY
Russell Woodward
New York, NY
Lorraine Dickman
Paramus, NJ
Jean Delgado
New York, NY
Anthony Cervio
Clearwater, FL
Robert Ibrahim
Somerville, NJ
Alice Winters
New York, NY
Wistar Holt
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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