Stephen WeissCRD Number: 6150143
Current Firm: Buckingham Asset Management, LLC
Stephen Weiss (CRD# 6150143) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Buckingham Asset Management, LLC||St. Louis, MO||Aug 2012 - Current||5|
|Enterprise Trust Company||St. Louis, MO||Apr 2010 - Aug 2012||2|
|Universal Music Group||New York, NY||Jun 1999 - Mar 2010||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management7,681MILLIONS
Total Number of Accounts14,433ACCOUNTS
Average Account Value$532,200
- 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