BUCKINGHAM STRATEGIC PARTNERS, LLC

ST. LOUIS, Missouri·10 registered advisors·CRD# 143319
SEC# 801-676410314-725-0455
01

Firm Overview

AUM
$29.3B
Regulatory assets under management
Employees
645
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
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
Compensation
Percentage of AUM
Subscription fees
Other: FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BUCKINGHAM STRATEGIC PARTNERS, LLC

10 registered advisors
Howard Hoa Lee
ST. LOUIS, Missouri
Jeffery Alan Yorg
ST. LOUIS, Missouri
Jonathan Joseph Scheid
ST. LOUIS, Missouri
Jovita Ruiz Honor
ST. LOUIS, Missouri
Kevin Andrew Grogan
ST. LOUIS, Missouri
Larry Edward Swedroe
ST. LOUIS, Missouri
Michael Ray Clinton
ST. LOUIS, Missouri
Mont Seasongood Levy
ST. LOUIS, Missouri
Robert Anthony Ziliak
ST. LOUIS, Missouri
Wendy Louise Hartman
ST. LOUIS, Missouri
05

Office Locations

ST. LOUIS, Missouri
10 advisors

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Data sourced from SEC Form ADV filings. BUCKINGHAM STRATEGIC PARTNERS, LLC (CRD# 143319) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.