Brian GregorekCRD Number: 4433302
Current Firm: Buckingham Strategic Wealth
Brian Gregorek (CRD# 4433302) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Saint Louis, MO and has over 16 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Buckingham Asset Management, LLC||Clayton, MO||Jul 2012 - Current||5|
|Edward Jones||St Louis, MO||Nov 2009 - Jul 2012||2|
|Unemployed||St Louis, MO||Jun 2009 - Nov 2009||< 1|
|Lord Abbett||Jersey City, NJ||Jun 2001 - May 2009||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management9,977MILLIONS
Total Number of Accounts18,914ACCOUNTS
Average Account Value$527,507
- A percentage of assets under your management
- 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