Unclaimed Profile

Mont Seasongood Levy

BAM ADVISOR SERVICES, LLC·ST. LOUIS, Missouri

Series 65Clean record28 years registeredBAM ADVISOR SERVICES, LLC

8182 MARYLAND AVENUE, ST. LOUIS, MO 63105CRD# 2718500Firm CRD# 143319

Profile Verification

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

Identity

Mont Seasongood Levy · ST. LOUIS, MO

Registration

CRD #2718500 · BAM ADVISOR SERVICES, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BAM ADVISOR SERVICES, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

Mar 2007 – Jun 2024

ST LOUIS, MO

BAM ADVISOR SERVICES LLC

Jun 2002 – 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 Mont Seasongood Levy offer?

Mont Seasongood Levy specializes in Financial Planning, Investment Management, Wealth Management.

What are Mont Seasongood Levy's credentials?

Mont Seasongood Levy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mont Seasongood Levy located?

Mont Seasongood Levy is based in ST. LOUIS, Missouri, last registered with BAM ADVISOR SERVICES, LLC.

How does Mont Seasongood Levy charge for services?

Mont Seasongood Levy'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 BAM ADVISOR SERVICES, LLC?

BAM ADVISOR SERVICES, 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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