Matthew Reinhardt (CRD# 5797963) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Morgan Hill, CA and has over 7 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 4301372
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buckingham Strategic Wealth, LLC | Clayton, MO | Jun 2020 - Current | 3 |
| Rnp Advisory Services, Inc. | Morgan Hill, CA | Dec 2015 - Jun 2020 | 4 |
| Securities America, Inc. | Morgan Hill, CA | Dec 2016 - May 2020 | 3 |
| Foothill Securities Inc. | Morgan Hill, CA | Mar 2015 - Dec 2016 | 1 |
| Bellatore Financial, Inc. | San Jose, CA | Jun 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- CA
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Total Assets Under Management27,028MILLIONS
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Total Number of Accounts48,507ACCOUNTS
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Average Account Value$557,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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