Morgan Stanley
47yrs
Top advisor by experience in Colorado
7yrs
Dwayne Walker
Financial advisor at Strategic Advisers
Based in Greenwood Village, Colorado, Dwayne Walker is a fiduciary financial advisor with 7 years of industry experience. Dwayne has been with Strategic Advisers since 2025; before that, Dwayne spent two years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office6501 S Fiddlers Green Circle Suite 300 - 600, Greenwood Village, CO 80111
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2023 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Dwayne
(617) 563-7000Firm headquarters in Boston, MA. Ask for Dwayne. 6501 S Fiddlers Green Circle Suite 300 - 600Greenwood Village, CO 80111Office · Get directions
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Questions to ask Dwayne
Tailored to Dwayne’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 Dwayne
How do I contact Dwayne?
Call Strategic Advisers at (617) 563-7000 and ask for Dwayne Walker. Dwayne works from the Greenwood Village, CO office.
How long has Dwayne been a financial advisor?
Dwayne has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Dwayne hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Dwayne a fiduciary?
Dwayne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dwayne paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Dwayne 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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