WK
CFP
WK
CFP

Walter Karle

14 Years of Experience
New York, NY
Broker

Walter Karle is a CFP-designated registered investment advisor at Cantor Fitzgerald Energy Advisors, LLC, based in New York, NY, with 14 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

110 East 59th Street, 7th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cantor Fitzgerald Energy Advisors, LLC
July 2026 - Present · 3 mos
Smith Group Asset Management, LLC
February 2026 - Present · 8 mos
Cantor Fitzgerald Investment Advisors
October 2019 - Present · 7 yrs
Cantor Fitzgerald & CO.Broker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Realty Capital Securities, LLCBroker
May 2013 - May 2015 · 2 yrs
Matrix Capital Group, INC.Broker
April 2010 - February 2013 · 2 yrs 10 mos
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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