Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth, LLC (CRD# 143323) is a financial advisory firm headquartered in Saint Louis, MO. They manage $27,027,680,679 in 48,507 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management27,028MILLION
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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
Joshua Cepeda (CRD# 4314742) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Portland, OR and has over 23 years of experience in the finance industry.
Jeffrey Chernitzer (CRD# 4472411) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Norfolk, VA and has 1 year of experience in the finance industry.
Susan Chesson (CRD# 4634753) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Middleburg, VA and has over 12 years of experience in the finance industry.
Erik Christman (CRD# 3059951) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.
Douglas Clark (CRD# 4481973) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Lees Summit, MO and has over 25 years of experience in the finance industry.
Matthew Clark (CRD# 5973784) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.
Michael Clayman (CRD# 2708770) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Indianapolis, IN and has over 28 years of experience in the finance industry.
Jeffrey Cohen (CRD# 3180626) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 25 years of experience in the finance industry.
Scot Colgrove (CRD# 5050347) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.
Katherine Collins (CRD# 5528858) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.