Brendan
Toth
Buckingham Strategic Wealth, LLC
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About this Advisor
Brendan Toth is a financial advisor operating in Saint Louis, Missouri. Toth currently works for Buckingham Strategic Wealth, LLC. Their career trajectory has included roles at St. Louis Cardinals, University Of Missouri - Columbia, Buckingham Strategic Wealth, LLC and Saint Louis University High School. Toth maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Missouri. Buckingham Strategic Wealth, LLC is a registered investment business that has its headquarters in Saint Louis, MO. The company has offices in 48 locations and a total of 584 people on staff. It administers $22 billion in total assets across its 42,145 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 60 charitable organizations. Of its 42,145 accounts, 45% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm 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 which service is offered. However, fees billed by Buckingham Strategic Wealth, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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
Brendan Toth Work History
Brendan has been registered as a financial advisor for 0 years.*
Buckingham Strategic Wealth, LLC
University Of Missouri - Columbia
St. Louis Cardinals
Saint Louis University High School
*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 Brendan Toth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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