Edward
Gray

Buckingham Strategic Wealth, LLC

CRD#5912332
Investment Advisor
in Deerfield, IL

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About this Advisor

Edward Gray is a certified financial planner based out of Deerfield, Illinois, with 5 years of relevant experience. Gray is an advisor for Buckingham Strategic Wealth, LLC. The advisor has gained experience at Financial Solutions Advisory Group, Inc and Buckingham Asset Management, LLC. Gray maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois and Texas. Buckingham Strategic Wealth, LLC is an advisory company that has its headquarters in Saint Louis, MO. It has offices in 48 locations and a total of 584 people on staff. It controls $22 billion in assets among its 42,145 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 60 charitable organizations. Of its 42,145 accounts, 45% belong to high-net-worth individuals who have at least $1 million in investable assets. Buckingham Strategic Wealth, LLC provides a number of services, such as 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 vary depending on which services the firm provides the client. However, fees charged by Buckingham Strategic Wealth, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

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

500 Lake Cook Road Suite 205
Deerfield, IL 60015

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$22,079,589,963

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

584

IL Average: 458
Total Number of Accounts

42,145

IL Average: 33,415
Average Account Size

$523,896

IL 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

Edward Gray Work History

Edward has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Buckingham Asset Management, LLC

2013 - 2018 (5 years)

Financial Solutions Advisory Group, Inc

*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.

Disclosures

Please visit the SEC profile of Edward Gray 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

Mallory Harrell
Saint Louis, MO
Edward Gray
Deerfield, IL
Mary Ryan
Saint Louis, MO
Cheryl Povalla
Deerfield, IL
Mary Ericksen
Bend, OR
Christopher Rodgers
Indianapolis, IN
Michael Heiser
Saint Louis, MO
Jennifer Wiechel
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 profile-compliance@smartasset.com.

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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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