Unclaimed Profile

Jeff Harold Groezinger

BUCKINGHAM CAPITAL MANAGEMENT, INC.·DAYTON, Ohio

Series 4, Series 7, Series 63, Series 65Clean record21 years registeredBUCKINGHAM CAPITAL MANAGEMENT, INC.

6856 LOOP ROAD, DAYTON, OH 45459CRD# 3060679Firm CRD# 117984

Profile Verification

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

Identity

Jeff Harold Groezinger · DAYTON, OH

Registration

CRD #3060679 · BUCKINGHAM CAPITAL MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Nov 2024 – present

BUCKINGHAM CAPITAL MANAGEMENT, INC.

Apr 2005 – Mar 2025

DAYTON, OH

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 63

Series 65

Registration record

First registered · April 4, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUCKINGHAM CAPITAL MANAGEMENT, INC.

CRD 117984 · SEC 801-61296

AUM

$911M

Regulatory assets under management

Employees

3,190 client accounts

Services offered by BUCKINGHAM CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at BUCKINGHAM CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jeff Harold Groezinger offer?

Jeff Harold Groezinger specializes in Investment Management, Wealth Management. Contact their office in DAYTON, Ohio for a consultation.

What are Jeff Harold Groezinger's credentials?

Jeff Harold Groezinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Harold Groezinger located?

Jeff Harold Groezinger is based in DAYTON, Ohio, working with BUCKINGHAM CAPITAL MANAGEMENT, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.

How does Jeff Harold Groezinger charge for services?

Jeff Harold Groezinger's firm is compensated through percentage of aum, hourly charges, subscription 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 $911M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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