Carter
Schmid
Buckingham Strategic Partners, LLC
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About this Advisor
Carter Schmid is a financial advisor operating out of Saint Louis, Missouri, with a total of 2 years of industry experience. Schmid is an advisor for Buckingham Strategic Partners, LLC. Their career trajectory has included roles at Time Financial, Pj Robb Variable Corp, Clayton Financial Group, LLC, Buckingham Strategic Partners, LLC, Buckingham Strategic Wealth, LLC and Foreside Financial Services, LLC. Schmid maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Louisiana and Missouri. Buckingham Strategic Partners, LLC is an advisory business that has its headquarters in Saint Louis, MO. It controls $21 billion in assets under management between its 68,842 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 89 charitable organizations. Of its 68,842 client accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by Buckingham Strategic Partners, LLC most likely consist of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Partners, LLC Brokerage Details
$20,796,940,159
584
68,842
$302,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Carter Schmid Work History
Carter has been registered as a financial advisor for 2 years.*
Foreside Financial Services, LLC
Buckingham Strategic Partners, LLC
Buckingham Strategic Wealth, LLC
Clayton Financial Group, LLC
Time Financial
Pj Robb Variable Corp
*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 Carter Schmid 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 Partners, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Denver, CO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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