Stephen
Hicks
Buckingham Strategic Wealth, LLC
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About this Advisor
Stephen Hicks is a financial advisor working in Saint Louis, Missouri with 2 years of industry experience. Hicks works at Buckingham Strategic Wealth, LLC. During their career, the advisor has held roles at Hicks Millbrook & Cwayna, Pllc, Siena Wealth Advisors, Law Offices Of Stephen L. Hicks, Siena Accounting Cpa, Pllc and Buckingham Strategic Wealth, LLC. Hicks is approved to operate in Michigan and Texas. Buckingham Strategic Wealth, LLC is a financial advisory company that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 48 locations and a total of 584 financial advisors. It oversees $22 billion in assets under management across its 42,145 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 60 charitable organizations. Of its 42,145 client accounts, 45% are held by high-net-worth clients who have more than $1 million in investable assets. The company provides a broad array 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. Financial management fees typically are based on the type of financial services provided. Fee types charged by Buckingham Strategic Wealth, LLC likely include asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$22,079,589,963
584
42,145
$523,896
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
Stephen Hicks Work History
Stephen has been registered as a financial advisor for 2 years.*
Buckingham Strategic Wealth, LLC
Siena Accounting Cpa, Pllc
Hicks Millbrook & Cwayna, Pllc
Siena Wealth Advisors
Law Offices Of Stephen L. Hicks
*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 Stephen Hicks 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
Saint Louis, MO
Bethesda, MD
Saint Louis, MO
Kansas City, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Indianapolis, IN
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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