UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
25yrs
Brian Walker
Financial advisor at Strategic Advisers
Brian Walker has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Dallas, Texas. After seven years at Fidelity Personal and Workplace Advisors and three years at Pruco Securities, Brian joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Brian holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 8% by experience at Strategic Advisers
Office8411 Preston Road Suite 130, Dallas, TX 75225
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Sep 2016 – Jul 2018Strategic Advisers LLCPreviously
- 2013 – 2016Pruco Securities, LLC.Previously
Contact Brian
8411 Preston Road Suite 130Dallas, TX 75225Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Brian
How do I contact Brian?
Call Strategic Advisers at (617) 563-7000 and ask for Brian Walker. Brian works from the Dallas, TX office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2001, about 25 years. Top 8% by experience at Strategic Advisers.
What licenses does Brian hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brian 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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