Unclaimed Profile

Alexander Bennett Potts

BUCKINGHAM STRATEGIC WEALTH, LLC·ST LOUIS, Missouri

SIE, Series 7, Series 24, Series 63, Series 65Clean record15 years registeredBUCKINGHAM STRATEGIC WEALTH, LLC

8182 MARYLAND AVENUE, ST LOUIS, MO 63105CRD# 1765245Firm CRD# 143323

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexander Bennett Potts · ST LOUIS, MO

Registration

CRD #1765245 · BUCKINGHAM STRATEGIC WEALTH, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BUCKINGHAM STRATEGIC WEALTH, LLC

BUCKINGHAM STRATEGIC PARTNERS, LLC

Dec 2018 – May 2024

St. Louis, MO

LWI FINANCIAL INC.

Nov 2010 – Dec 2018

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 19, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUCKINGHAM STRATEGIC WEALTH, LLC

CRD 143323 · SEC 801-67640

AUM

$29.5B

Regulatory assets under management

Employees

645

51,749 client accounts

Services offered by BUCKINGHAM STRATEGIC WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BUCKINGHAM STRATEGIC WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Alexander Bennett Potts offer?

Alexander Bennett Potts specializes in Financial Planning, Investment Management, Wealth Management.

What are Alexander Bennett Potts's credentials?

Alexander Bennett Potts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexander Bennett Potts located?

Alexander Bennett Potts is based in ST LOUIS, Missouri, last registered with BUCKINGHAM STRATEGIC WEALTH, LLC.

How does Alexander Bennett Potts charge for services?

Alexander Bennett Potts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUCKINGHAM STRATEGIC WEALTH, LLC?

BUCKINGHAM STRATEGIC WEALTH, LLC has approximately 645 employees and manages $29.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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