Omar
Roman

Buckingham Strategic Wealth, LLC

CRD#6200904
Investment Advisor
in Saint Louis, MO

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About this Advisor

Omar Roman is a certified financial planner who works in Saint Louis, Missouri, with a total of 1 year of industry experience. Roman is currently employed by Buckingham Strategic Wealth, LLC. During their career, Roman has held roles at Quest Capital Management, Atlas Wealth Advisors, Arianna Capital, Longhorn Wealth Management Group, Texas Tech University, The Capital Chart Room, Lee Financial, Mitchellclark & Company, Northwestern Mutual, Glasheen, Valles, & Inderman, Lubbock Isd, Mercer Global Advisors, Veracity Capital LLC, Student and Buckingham Strategic Wealth, LLC. Roman can serve investors in Texas. Buckingham Strategic Wealth, LLC is a financial advisory business based in Saint Louis, MO. The company has offices in 48 locations and a total of 584 advisors. It manages $22 billion in total assets between its 42,145 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 60 charitable organizations. Of its 42,145 client accounts, 45% are held by high-net-worth clients who have more than $1 million in investable assets. The business offers a broad assortment 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 advice typically vary depending on the type of financial services. However, fee types billed by Buckingham Strategic Wealth, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Omar Roman Work History

Omar has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Buckingham Strategic Wealth, LLC

2021 - 2021 (< 1 year)

Mercer Global Advisors

2021 - 2022 (1 year)

Veracity Capital LLC

2021 - 2022 (1 year)

Veracity Capital LLC

2019 - 2021 (2 years)

Quest Capital Management

2018 - 2019 (1 year)

Atlas Wealth Advisors

2016 - 2018 (2 years)

Arianna Capital

2015 - 2016 (1 year)

Longhorn Wealth Management Group

2015 - 2015 (< 1 year)

Texas Tech University

2015 - 2015 (< 1 year)

The Capital Chart Room

2015 - 2015 (< 1 year)

Texas Tech University

2014 - 2015 (1 year)

Lee Financial

2014 - 2014 (< 1 year)

Mitchellclark & Company

2014 - 2014 (< 1 year)

Student

2013 - 2014 (1 year)

Northwestern Mutual

2013 - 2013 (< 1 year)

Glasheen, Valles, & Inderman

2013 - 2013 (< 1 year)

Lubbock Isd

*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 Omar Roman 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

Amanda Merrill
Saint Louis, MO
Christopher Rodgers
Indianapolis, IN
Michael Indart
Santa Rosa, CA
Cheryl Povalla
Deerfield, IL
Mary Ericksen
Bend, OR
Mallory Harrell
Saint Louis, MO
Andrew Leach
Bethesda, MD
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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