Patrick Kuster, financial advisor Garden City NY

Patrick Kuster

CRD Number: 5655190
Current Firm: Buckingham Strategic Wealth, LLC

Patrick Kuster (CRD# 5655190) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Garden City, NY and has over 14 years of experience in the finance industry. Patrick Kuster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Buckingham Strategic Wealth, LLC Clayton, MO Feb 2020 - Current 4
Blueprint Wealth Alliance Garden City, NY Feb 2017 - Feb 2020 3
Zenith Marketing Group Freehold, NJ Apr 2014 - Jan 2017 2
Voya Financial Advisors, Inc. Bohemia, NY Apr 2015 - Dec 2016 1
Suny Stonybrook Stony Brook, NY Sep 2006 - May 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2009
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Patrick M. Kuster
Phone Number: 314-725-0455
Registered State(s):
  • MO
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    27,028
    MILLIONS
  • Total Number of Accounts
    48,507
    ACCOUNTS
  • Average Account Value
    $557,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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