Buckingham Strategic Wealth, LLC

Investment Advisor
in Satellite Beach, FL

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About this Advisor

Matthew Bourlier is a financial advisor operating in Satellite Beach, Florida. Bourlier is on the advisory team at Buckingham Strategic Wealth, LLC. Their career trajectory has included roles at Valencia College, Unversity Of Central Florida, Topgolf, Aegis Exteriors, Health First and Buckingham Strategic Wealth, LLC. Bourlier holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Florida. Buckingham Strategic Wealth, LLC is an advisory firm operating out of Saint Louis, MO. It has offices in 48 locations and a total of 584 people on staff. It administers $22 billion in assets under management between its 42,145 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 60 charities and foundations. Of its 42,145 accounts, 45% are held by high-net-worth individuals who have greater than $1 million in investable assets. Buckingham Strategic Wealth, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the financial services offered. Fees billed by Buckingham Strategic Wealth, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

2000 S. Patrick Drive Suite 6
Satellite Beach, FL 32937

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management


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


FL Average: 458
Total Number of Accounts


FL Average: 33,415
Average Account Size


FL 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

Matthew Bourlier Work History

Matthew has been registered as a financial advisor for 0 years.*

2022 - Present (1 year)

Buckingham Strategic Wealth, LLC

2022 - 2022 (< 1 year)

Health First

2020 - 2021 (1 year)

Aegis Exteriors

2019 - 2020 (1 year)


2018 - 2019 (1 year)


2014 - 2017 (3 years)

Unversity Of Central Florida

2012 - 2014 (2 years)

Valencia College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Matthew Bourlier 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

Jada Diedrich
Saint Louis, MO
Anita Muminovic
Saint Louis, MO
Christopher Rodgers
Indianapolis, IN
Brian Riggs
Saint Louis, MO
Mary Ericksen
Bend, OR
Cheryl Povalla
Deerfield, IL
Amanda Merrill
Saint Louis, MO
Omar Roman
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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