Versie L. Walker
Professional summary
Versie L. Walker II, who also goes by Versie L Walker, Versie Lee Deon Walker II, Versie Lee Deon Walker, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Naperville, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Highland Park, Illinois.
Versie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Versie has worked at 10 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Versie L. Walker II's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: One Destiny Way, Westlake, TX 76262Office #3: 1 Skokie Valley Road, Highland Park, IL 60035January 10, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1 Skokie Valley Road, Highland Park, IL 60035Office #2: One Destiny Way, Westlake, TX 76262January 18, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 14, 2022 - September 26, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 3, 2022 - September 26, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 22, 2004 - April 11, 2005
CHASE INVESTMENT SERVICES CORP.
March 28, 2003 - March 18, 2004
BNY INVESTMENT CENTER INC.
February 1, 2002 - March 27, 2003
UVEST FINANCIAL SERVICES GROUP, INC.
June 22, 1998 - February 6, 2002
LOCUST STREET SECURITIES, INC.
January 30, 1997 - June 19, 1998
GUARANTY BROKERAGE SERVICES, INC.
September 6, 1995 - February 4, 1997
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/10/2023)
(8/30/2023)
(1/10/2023)
(1/10/2023)
(3/31/2025)
(1/10/2023)
(1/10/2023)
(1/10/2023)
(8/20/2024)
(1/10/2023)
(1/10/2023)
(3/31/2025)
(1/10/2023)
Exams
Series 7TO
Date: 5/3/2022
General Securities Representative ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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