Merrill
44yrs
Top advisor by experience in Rockledge
New
Steven Walker
Financial advisor at Osaic Wealth
Steven Walker is a fiduciary financial advisor in Rockledge, Florida, registered since Nov 2025. After less than a year at Cambridge Investment Research Advisors, Steven joined Osaic Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 79 advisors with offices in Rockledge, and one of 75 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office3188 Suntree Boulevard, Rockledge, FL 32955
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowOsaic Wealth, Inc.Current firm
- Mar 2026 – Jun 2026
Questions to ask Steven
Tailored to Steven’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Steven
How do I contact Steven?
Call Osaic Wealth at (800) 821-5100 and ask for Steven Walker. Steven works from the Rockledge, FL office.
How long has Steven been a financial advisor?
Steven is new to the profession, registered since Nov 2025, and holds 1 license.
What licenses does Steven hold?
Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven 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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