Walker Gilbert has been an investment adviser representative at Shelter Wealth Strategies since April 2026, and is not listed among the firm’s executive officers or direct owners. Walker Gilbert holds a Bachelor's degree in Sport Management from the University of Texas at Austin and a Master's degree in Sport Management from the University of Texas at Austin.
Shelter Wealth Strategies, LLC is a Houston, TX firm with $144M under management, 38 clients and 8 advisers across 5 offices, as of its June 2026 filing.
Walker Gilbert is Client Advisor of Shelter Wealth Strategies, based in Houston, Texas. He helps individuals and families navigate complex financial transitions and build strategies tailored to their goals. Before joining Shelter, he served as a Settlement Consultant at Sage Settlement Consulting, working with personal injury attorneys on settlement strategies for their clients. He began his career with the University of Texas Athletics Department.
Walker Gilbert’s longest registration is the current one, under a year at Shelter Wealth Strategies since 2026. Before joining Shelter Wealth Strategies in 2026, Walker Gilbert was registered through MML Investors Services, LLC.
- – present · under a yearHouston, TX · Adviser representative · Firm CRD 170655
- MML Investors Services, LLC– · under a yearHouston, TX · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Walker Gilbert is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 1 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 January 2026 |
| Series 7TO | General Securities Representative Examination | 5 March 2025 |
| SIE | Securities Industry Essentials Examination | 26 September 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8044481
- Firm
- Shelter Wealth Strategies · CRD 170655
- Office
- 1400 POST OAK BLVD, SUITE 450, Houston, TX 77056
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shelterwealth.com
Where does Walker Gilbert work?
Walker Gilbert is an investment adviser representative registered through Shelter Wealth Strategies, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Walker Gilbert a financial advisor?
Yes. Walker Gilbert has a current investment-adviser registration in Texas, through Shelter Wealth Strategies since April 2026.
How many years of experience does Walker Gilbert have?
Walker Gilbert has 1 year in the financial industry, since March 2025, across 2 adviser firms.
What exams has Walker Gilbert passed?
Walker Gilbert has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2024.
Where did Walker Gilbert work before Shelter Wealth Strategies?
Before Shelter Wealth Strategies, Walker Gilbert was registered through MML Investors Services, LLC, January 2026 to April 2026.
Where is Walker Gilbert based?
Walker Gilbert’s registered office is in Houston, TX.
Is Walker Gilbert registered with FINRA?
No. Walker Gilbert has no current broker registration.
How can I verify Walker Gilbert’s record?
Search CRD 8044481 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Walker Gilbert’s full registration record.