Wells Fargo Advisors
46yrs
Top advisor by experience in Woodbury
33yrs
Stephen Walker
Full name on record: Stephen Todd Walker
Financial advisor at Vanderbilt Advisory Services
Stephen Walker is a fiduciary financial advisor in Woodbury, New York, with 33 years in the industry. Stephen joined Vanderbilt Advisory Services in 2024, after less than a year at Kingswood Wealth Advisors and four years at Aegis Capital. Vanderbilt Advisory Services offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 244 advisors with offices in Woodbury, and one of 203 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience nationwide
Office125 Froehlich Farm Blvd., Woodbury, NY 11797
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$327,118
Advisors at the firm156
States licensed ?2 states
Services through Vanderbilt Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
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.
Career
- 2024 – nowVanderbilt Advisory ServicesCurrent firm
- Feb 2024 – Apr 2024Kingswood Wealth Advisors, LLCPreviously
- 2020 – 2024Aegis Capital Corp.Previously
- 2015 – 2020RBC Capital Markets, LLCPreviously
Contact Stephen
(631) 845-5100Vanderbilt Advisory Services main office 125 Froehlich Farm Blvd.Woodbury, NY 11797Office · Get directions Firm websitewww.pfgnyonline.com
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 Stephen
How do I contact Stephen?
Call Vanderbilt Advisory Services at (631) 845-5100 and ask for Stephen Walker. Stephen works from the Woodbury, NY office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1993, about 33 years. Top 11% by experience nationwide.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Vanderbilt Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen 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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