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David William Levin

BUCKINGHAM STRATEGIC PARTNERS, LLC·ST. LOUIS, Missouri
Unclaimed Profile
8182 MARYLAND AVENUE, ST. LOUIS, MO 63105CRD# 6316062Firm CRD# 143319
01

About

David William Levin is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with BUCKINGHAM STRATEGIC PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BUCKINGHAM STRATEGIC PARTNERS, LLC
BUCKINGHAM STRATEGIC PARTNERS, LLC
AUM
$29.3B
Regulatory assets under management
Employees
645
Total firm employees
View all advisors at BUCKINGHAM STRATEGIC PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Other: FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS
Regulatory
SEC/IARD CRD# 6316062
Firm CRD# 143319
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David William Levin offer?
David William Levin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are David William Levin's credentials?
David William Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David William Levin located?
David William Levin is based in ST. LOUIS, Missouri, working with BUCKINGHAM STRATEGIC PARTNERS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does David William Levin charge for services?
David William Levin's firm is compensated through percentage of aum, subscription fees, other: fee sharing with independent registered investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUCKINGHAM STRATEGIC PARTNERS, LLC?
BUCKINGHAM STRATEGIC PARTNERS, LLC has approximately 645 employees and manages $29.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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