Bailey
Gilliam

Buckingham Strategic Wealth, LLC

CRD#6691080
Investment Advisor
in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bailey Gilliam is a financial advisor who works in Saint Louis, Missouri with 7 years of industry experience. Gilliam is an employee of Buckingham Strategic Wealth, LLC. They have spent all of their time as a financial advisor at Buckingham Strategic Wealth, Llc. Gilliam has a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Missouri. Buckingham Strategic Wealth, LLC is an advisory company that has its headquarters in Saint Louis, MO. The firm has offices in 48 locations and a total of 584 people on staff. It oversees $22 billion in assets across its 42,145 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 60 charities and foundations. Of its 42,145 customer accounts, 45% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business offers 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. Financial management fees largely depend on the type of services. Fee types billed by Buckingham Strategic Wealth, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Bailey Gilliam Work History

Bailey has been registered as a financial advisor for 7 years.*

2011 - Present (13 years)

Buckingham Asset Management, LLC

*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 Bailey Gilliam 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

Christopher Rodgers
Indianapolis, IN
Mary Ryan
Saint Louis, MO
Brian Riggs
Saint Louis, MO
Amanda Merrill
Saint Louis, MO
Mallory Harrell
Saint Louis, MO
Omar Roman
Saint Louis, MO
Andrew Leach
Bethesda, MD
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started