Unclaimed Profile

Robert Anthony Ziliak

BUCKINGHAM STRATEGIC PARTNERS, LLC·ST. LOUIS, Missouri

Series 7, Series 8, Series 63Clean record27 years registeredBUCKINGHAM STRATEGIC PARTNERS, LLC

8182 MARYLAND AVENUE, ST. LOUIS, MO 63105CRD# 2589089Firm CRD# 143319

Profile Verification

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

Identity

Robert Anthony Ziliak · ST. LOUIS, MO

Registration

CRD #2589089 · BUCKINGHAM STRATEGIC PARTNERS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Nov 2014 – Jul 2024

ST LOUIS, MO

HUFFORD ADVISORS, LLC

Aug 2012 – Nov 2014

INDIANAPOLIS, IN

CHARLES SCHWAB & CO., INC.

Apr 1999 – Jun 2012

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Registration record

First registered · April 14, 1999

Years registered · 27

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 Robert Anthony Ziliak offer?

Robert Anthony Ziliak specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Robert Anthony Ziliak's credentials?

Robert Anthony Ziliak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Anthony Ziliak located?

Robert Anthony Ziliak 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 Robert Anthony Ziliak charge for services?

Robert Anthony Ziliak'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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