Brian
Gregorek

Buckingham Strategic Wealth, LLC

CRD#4433302
Investment Advisor
in Saint Louis, MO

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About this Advisor

Brian Gregorek is a financial advisor working out of Saint Louis, Missouri who has 11 years of relevant experience. Gregorek currently works for Buckingham Strategic Wealth, LLC. They have worked at Buckingham Strategic Wealth, Llc for their complete career. Gregorek holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Missouri and Texas. Buckingham Strategic Wealth, LLC is an advisory business operating out of Saint Louis, MO. The firm has offices in 48 locations and a total of 584 employees. It manages $22 billion in assets among its 42,145 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 60 charitable organizations. Of its 42,145 accounts, 45% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. 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 for financial advisory services largely are based on which services are offered. However, fees billed by Buckingham Strategic Wealth, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

11 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

Brian Gregorek Work History

Brian has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Buckingham Strategic Wealth, 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 Brian Gregorek 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
Cheryl Povalla
Deerfield, IL
Jada Diedrich
Saint Louis, MO
Mary Ericksen
Bend, OR
Michael Indart
Santa Rosa, CA
Edward Gray
Deerfield, IL
Omar Roman
Saint Louis, MO
Brian Riggs
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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