Amanda
Merrill

Buckingham Strategic Wealth, LLC

CRD#6665087
Investment Advisor
in Saint Louis, MO

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About this Advisor

Amanda Merrill is a certified financial planner who works in Saint Louis, Missouri with a total of 4 years of relevant experience. Merrill is on the advisory team at Buckingham Strategic Wealth, LLC. During their career, the advisor has held roles at Moneta Group Investment Advisors, LLC, Plancorp, Hgk Asset Management, Ohio Development Services Agency, Bhr Capital and Buckingham Strategic Wealth, LLC. Merrill holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in Missouri. Buckingham Strategic Wealth, LLC is a business operating out of Saint Louis, MO. The firm has offices in 48 locations and a total of 584 employees. It has $22 billion in assets under management among its 42,145 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 60 charitable organizations. Of its 42,145 customer accounts, 45% are held by high-net-worth clients who have at least $1 million in investable assets. Buckingham Strategic Wealth, LLC provides 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. Financial advisory fees largely vary depending on which services are provided. Fee types billed by Buckingham Strategic Wealth, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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

8182 Maryland Avenue Suite 500
Saint Louis, MO 63105

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$22,079,589,963

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

584

MO Average: 458
Total Number of Accounts

42,145

MO Average: 33,415
Average Account Size

$523,896

MO 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

Amanda Merrill Work History

Amanda has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Buckingham Strategic Wealth, LLC

2016 - 2019 (3 years)

Moneta Group Investment Advisors, LLC

2016 - 2016 (< 1 year)

Plancorp

2014 - 2016 (2 years)

Hgk Asset Management

2013 - 2014 (1 year)

Ohio Development Services Agency

2013 - 2013 (< 1 year)

Bhr Capital

*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 Amanda Merrill 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
Michael Indart
Santa Rosa, CA
Amanda Merrill
Saint Louis, MO
Christopher Rodgers
Indianapolis, IN
Mary Ericksen
Bend, OR
Mallory Harrell
Saint Louis, MO
Brian Riggs
Saint Louis, MO
Edward Gray
Deerfield, IL

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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