Morgan Stanley
47yrs
Top advisor by experience in New York
13yrs
Sheldon Walker
Financial advisor at TD Private Client Wealth
Sheldon Walker is a fiduciary financial advisor in New York, New York, with 13 years in the industry. After a year at Merrill and two years at Santander Securities, Sheldon joined TD Private Client Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 63% of advisors at TD Private Client Wealth
Office1 Vanderbilt Avenue 23rd Floor, New York, NY 10017
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state
Services through TD Private Client Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- Feb 2026 – nowTD Private Client Wealth LLCCurrent firm
- Feb 2024 – Aug 2025MerrillPreviously
- 2021 – 2023Santander Securities LLCPreviously
- 2015 – 2020Wells Fargo Clearing Services, LLCPreviously
Questions to ask Sheldon
Tailored to Sheldon’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sheldon
How do I contact Sheldon?
Call TD Private Client Wealth at (877) 703-9896 and ask for Sheldon Walker. Sheldon works from the New York, NY office.
How long has Sheldon been a financial advisor?
Sheldon has been in the industry since 2013, about 13 years. More experience than 63% of advisors at TD Private Client Wealth.
What licenses does Sheldon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sheldon a fiduciary?
Sheldon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sheldon paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Sheldon 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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