Unclaimed Profile

Daniel R Schwarzwalder

BUCKINGHAM CAPITAL MANAGEMENT INC·NEW YORK, New York

BUCKINGHAM CAPITAL MANAGEMENT INC

485 LEXINGTON AVENUE, 3RD FLOOR, NEW YORK, NY 10017CRD# 4054123Firm CRD# 110378

Profile Verification

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

Identity

Daniel R Schwarzwalder · NEW YORK, NY

Registration

CRD #4054123 · BUCKINGHAM CAPITAL MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Daniel R Schwarzwalder is a registered financial advisor based in NEW YORK, New York, affiliated with BUCKINGHAM CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BUCKINGHAM CAPITAL MANAGEMENT INC

AUM

$908M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BUCKINGHAM CAPITAL MANAGEMENT INC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4054123

Firm CRD# 110378

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel R Schwarzwalder offer?

Daniel R Schwarzwalder specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Daniel R Schwarzwalder's credentials?

Daniel R Schwarzwalder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel R Schwarzwalder located?

Daniel R Schwarzwalder is based in NEW YORK, New York, working with BUCKINGHAM CAPITAL MANAGEMENT INC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Daniel R Schwarzwalder charge for services?

Daniel R Schwarzwalder's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUCKINGHAM CAPITAL MANAGEMENT INC?

BUCKINGHAM CAPITAL MANAGEMENT INC has approximately 14 employees and manages $908M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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