Craig
Walker

Vanderbilt Advisory Services

CRD#6828478
Investment Advisor
in Woodbury, NY

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About this Advisor

Craig Walker is a financial advisor based in Woodbury, New York, working with Vanderbilt Advisory Services. Craig has previously held positions at Vanderbilt Advisory Services, Vanderbilt Securities, LLC, and South Burlington School District. Craig has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Alabama, Rhode Island, and Vermont. Currently, Craig is part of Vanderbilt Advisory Services, which operates out of Woodbury, New York. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

125 Froehlich Farm Blvd.
Woodbury, NY 11797

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Vanderbilt Advisory Services Brokerage Details

Total Assets Under Management

$1,103,544,071

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

107

NY Average: 88
Total Number of Accounts

5,069

NY Average: 3,892
Average Account Size

$217,704

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Craig Walker Work History

2017 - Present (8 years)

Vanderbilt Advisory Services

2017 - Present (8 years)

Vanderbilt Securities, LLC

2016 - 2017 (1 year)

South Burlington School District

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Disclosures

Please visit the SEC profile of Craig 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 Vanderbilt Advisory Services

Gregory Mistovich
Hudson, MA
Yonatan Schreiber
Brookline, MA
Hillary Brevig
Woodbury, NY
Kerim Tulun
Warwick, NY
Ruth Arriaza
Woodbury, NY
Thomas Kelly
Woodbury, NY
Gale Brodie
Elk Grove, CA
Jack Johnson
Woodbury, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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