Anthony
Cheang

Buckingham Strategic Wealth, LLC

CRD#6847088
Investment Advisor
in Denver, CO

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About this Advisor

Anthony Cheang is a financial advisor based in Denver, Colorado, working with Buckingham Strategic Wealth, LLC. Anthony has previously held positions at Edward Jones, Rover, Pawngo, All Pro Realty, Bellhops, Style Fitness, School Space Media, Student, Lpl Financial, LLC, Madison Avenue Securities, Ea Buck Financial Services, and Buckingham Strategic Wealth, LLC. Anthony has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Anthony is part of Buckingham Strategic Wealth, LLC, which operates out of Denver, Colorado. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1601 Wewatta Street
Denver, CO 80202

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$28,824,339,793

CO Average: $11,469,110,461
Total Number of Employees

645

CO Average: 458
Total Number of Accounts

50,014

CO Average: 33,415
Average Account Size

$576,325

CO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Anthony Cheang Work History

2023 - Present (1 year)

Buckingham Strategic Wealth, LLC

2023 - 2023 (< 1 year)

Madison Avenue Securities

2023 - 2023 (< 1 year)

Ea Buck Financial Services

2020 - 2023 (3 years)

Lpl Financial, LLC

2018 - 2020 (2 years)

Edward Jones

2017 - 2017 (< 1 year)

Edward Jones

2017 - 2017 (< 1 year)

Pawngo

2016 - 2018 (2 years)

Rover

2016 - 2016 (< 1 year)

Style Fitness

2015 - 2016 (1 year)

Bellhops

2015 - 2017 (2 years)

School Space Media

2014 - 2017 (3 years)

All Pro Realty

2008 - 2017 (9 years)

Student

Disclosures

Please visit the SEC profile of Anthony Cheang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Buckingham Strategic Wealth, LLC

Kristi Tidwell
Deerfield, IL
Adam Dunavant
Kansas City, MO
Tyler Hunter
Saint Louis, MO
Joseph Frontczak
Saint Louis, MO
Austin Vuichard
Saint Louis, MO
Zachary Harmon
Saint Louis, MO
Devon Sherwood
Portland, OR
Michael Heiser
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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