Investment adviser representative · Cerity Partners LLC
Walker W. Phillips
CRD 5620609 · Richmond, VA
At a glance
Walker W. Phillips is an investment adviser representative with Cerity Partners LLC in Richmond, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Walker’s SEC record dates to 2009, about 17 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Cerity Partners LLCSince June 2022Richmond, VA · $162B in regulatory assets
- Cerity Partners Retirement Plan ConsultantsSince July 2022Norfolk, VA · $40B in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 5 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Walker’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.