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CW

Christian A. Walker

WALKER CAPITAL ADVISORS
NEW YORK, NY 10016
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CRD#: 6587484
CW

Professional summary


Christian Anthony Walker is a registered financial advisor currently at WALKER CAPITAL ADVISORS located in New York, New York.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christian has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
VP of Business Operations at Hylan Datacom. The company is not investment related. Address is 950 Holmdel Road, Holmdel, NJ, 07733. Hylan is an electrical contractor company. I started working with Hylan in December of 2016. I wrk approximately 40 hours per week with Hylan, most of which occurs during trading hours (approximately 30 hours per week during trading hours). My duties include process improvement updates to the company, including building a working database, tracking permits, and overseeing fleet management.

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CRS (Client Relationship Summary) - RIA


Click below to view Christian Anthony Walker's 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

January 26, 2018 - Present

WALKER CAPITAL ADVISORS

Office #1: 401 Park Avenue South 10th Floor, New York, NY 10016
RIA
CRD#: 284621
NEW YORK, NY
Past

March 7, 2017 - December 31, 2017

WALKER CAPITAL ADVISORS

RIA
CRD#: 284621
Matawan, NJ
Past

September 27, 2016 - December 31, 2016

WALKER CAPITAL ADVISORS

RIA
CRD#: 284621
DENVER, CO
Past

January 23, 2016 - June 14, 2016

ACADEMY SECURITIES, INC.

BD
CRD#: 17433
NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR
Colorado
(1/26/2018)
IAR
New York
(8/7/2021)
IAR
Tennessee
(4/28/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/29/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WC
WALKER CAPITAL ADVISORS
WALKER CAPITAL ADVISORS | WALKER, CHRISTIAN ANTHONY

CRD#: 284621 / SEC#:

Colorado
Registered Investment Advisory firm - (9/27/2016 Approved)
New Jersey
Registered Investment Advisory firm - (12/31/2017 Failure to Renew)
New York
Registered Investment Advisory firm - (9/3/2019 Approved)
Tennessee
Registered Investment Advisory firm - (4/28/2023 Approved)
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Contact information


Main Address
401 Park Avenue South 10th Floor, New York, NY 10016
Mailing Address
Phone number
(347) 258-9625
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts33
AUM (Assets Under Management)$ 8,400,000

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.

Company Information


WALKER CAPITAL ADVISORS

CRD#: 284621New York, NY 10016

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