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BUCKINGHAM STRATEGIC WEALTH, LLC
BUCKINGHAM STRATEGIC WEALTH, LLC
ST LOUIS, Missouri
·
10 registered advisors
·
CRD# 143323
SEC# 801-67640
55
314-725-0455
01
Firm Overview
AUM
$29.5B
Regulatory assets under management
Employees
645
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BUCKINGHAM STRATEGIC WEALTH, LLC
10 registered advisors
Alexander Bennett Potts
ST LOUIS, Missouri
CRD# 1765245
Bert Schweizer
ST LOUIS, Missouri
CRD# 2508120
Brent Michael Thomas
ST LOUIS, Missouri
CRD# 2351353
Edward Karl Goldberg
ST LOUIS, Missouri
CRD# 2669958
Ernest Lee Clark
ST LOUIS, Missouri
CRD# 4581396
Jared Hardin Kizer
ST LOUIS, Missouri
CRD# 4636473
Joseph Shawn Goldberg
ST LOUIS, Missouri
CRD# 4542979
Madaline Ann Creehan
ST LOUIS, Missouri
CRD# 4611017
Robert Frederick Gellman
ST LOUIS, Missouri
CRD# 4542961
Thelia Ann Eagan
ST LOUIS, Missouri
CRD# 4499078
05
Office Locations
ST LOUIS, Missouri
10 advisors
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Data sourced from SEC Form ADV filings. BUCKINGHAM STRATEGIC WEALTH, LLC (CRD# 143323) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.