Unclaimed Profile

Bert Schweizer

BUCKINGHAM ASSET MANAGEMENT, LLC·ST LOUIS, Missouri

Series 63Clean record29 years registeredBUCKINGHAM ASSET MANAGEMENT, LLC

8182 MARYLAND AVENUE, ST LOUIS, MO 63105CRD# 2508120Firm CRD# 143323

Profile Verification

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

Identity

Bert Schweizer · ST LOUIS, MO

Registration

CRD #2508120 · BUCKINGHAM ASSET MANAGEMENT, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BUCKINGHAM ASSET MANAGEMENT, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

Mar 2007 – Mar 2021

ST LOUIS, MO

BAM ADVISOR SERVICES LLC

Jun 2002 – Dec 2005

ST. LOUIS, MO

BUCKINGHAM ASSET MANAGEMENT INC

Aug 1996 – Mar 2007

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 63

Registration record

First registered · August 28, 1996

Years registered · 29

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 Bert Schweizer offer?

Bert Schweizer specializes in Financial Planning, Investment Management, Wealth Management.

What are Bert Schweizer's credentials?

Bert Schweizer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bert Schweizer located?

Bert Schweizer is based in ST LOUIS, Missouri, last registered with BUCKINGHAM ASSET MANAGEMENT, LLC.

How does Bert Schweizer charge for services?

Bert Schweizer'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 ASSET MANAGEMENT, LLC?

BUCKINGHAM ASSET MANAGEMENT, 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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