Unclaimed Profile

Larry Edward Swedroe

BUCKINGHAM STRATEGIC PARTNERS, LLC·ST. LOUIS, Missouri

Series 65Clean record28 years registeredBUCKINGHAM STRATEGIC PARTNERS, LLC

8182 MARYLAND AVENUE, ST. LOUIS, MO 63105CRD# 2766265Firm CRD# 143319

Profile Verification

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

Identity

Larry Edward Swedroe · ST. LOUIS, MO

Registration

CRD #2766265 · BUCKINGHAM STRATEGIC PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BUCKINGHAM STRATEGIC PARTNERS, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

Mar 2007 – Nov 2024

ST LOUIS, MO

BAM ADVISOR SERVICES LLC

Nov 1997 – Dec 2005

ST. LOUIS, MO

BUCKINGHAM ASSET MANAGEMENT INC

Nov 1997 – Mar 2007

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 20, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD 143319 · SEC 801-67641

AUM

$29.3B

Regulatory assets under management

Employees

645

81,837 client accounts

Services offered by BUCKINGHAM STRATEGIC PARTNERS, LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BUCKINGHAM STRATEGIC PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Larry Edward Swedroe offer?

Larry Edward Swedroe specializes in Financial Planning, Investment Management, Wealth Management.

What are Larry Edward Swedroe's credentials?

Larry Edward Swedroe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Larry Edward Swedroe located?

Larry Edward Swedroe is based in ST. LOUIS, Missouri, last registered with BUCKINGHAM STRATEGIC PARTNERS, LLC.

How does Larry Edward Swedroe charge for services?

Larry Edward Swedroe'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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