Sloan Walters has been Managing Partner of Blakely Walters Wealth Management since July 2009, is a control person of the firm and directly owns between 50% and 75% of it. Sloan Walters holds a Bachelor of Science in Finance from W.P. Carey School of Business, Arizona State University.
Blakely Walters Wealth Management LLC is a Scottsdale, AZ firm with $174M under management, 314 clients and 5 advisers in one office, as of its April 2026 filing.
Sloan Walters is Co-Founder of Blakely Walters Wealth Management. He has worked in finance since 2004, beginning in banking before moving into private wealth management. His primary role focuses on managing the business and the investor experience at the firm, and he continues to advise clients on a personal level.
Sloan Walters’ longest registration was 14 years at Next Financial Group, Inc. (2011–2025). Before joining Blakely Walters Wealth Management in 2023, Sloan Walters was registered through Next Financial Group, Inc.
- LPL Financial LLC– · 1 yearFort Mill, SC · Adviser representative · Firm CRD 6413
- – present · 3 yearsScottsdale, AZ · Adviser representative · Firm CRD 324410
- Next Financial Group, Inc.– · 14 yearsScottsdale, AZ · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
Sloan Walters is registered as an investment adviser representative in 2 states. Each was approved in June 2023.
- ArizonaSince 26 June 2023
- TexasSince 9 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 August 2007 |
| Series 7 | General Securities Representative Examination | 17 July 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sloan Dylan Walters
- CRD
- 5311161
- Firm
- Blakely Walters Wealth Management · CRD 324410
- Role
- Managing Partner
- Office
- 3333 N HAYDEN ROAD, Scottsdale, AZ 85251
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- blakelywalters.com
Where does Sloan Walters work?
Sloan Walters has been Managing Partner of Blakely Walters Wealth Management LLC since July 2009, and is a control person of the firm.
Is Sloan Walters a financial advisor?
Yes. Sloan Walters has a current investment-adviser registration in Arizona and Texas, through Blakely Walters Wealth Management since June 2023.
How many years of experience does Sloan Walters have?
Sloan Walters has 19 years in the financial industry, since July 2007, across 3 adviser firms.
What exams has Sloan Walters passed?
Sloan Walters has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2007. FINRA credited Sloan Walters with the SIE, which began in October 2018.
Where is Sloan Walters based?
Sloan Walters’ registered office is in Scottsdale, AZ.
Is Sloan Walters registered with FINRA?
Yes. Sloan Walters has a current broker registration, under CRD 5311161.
Source: FINRA BrokerCheck
How can I verify Sloan Walters’ record?
Search CRD 5311161 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sloan Walters’ full registration record.
