Stephen
Weiss

Buckingham Strategic Wealth, LLC

CRD#6150143
Investment Advisor
in Saint Louis, MO

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About this Advisor

Stephen Weiss is a certified financial planner based in Saint Louis, Missouri, with a total of 10 years of industry experience. Weiss is an advisor for Buckingham Strategic Wealth, LLC. They have spent all of their career at Buckingham Strategic Wealth, Llc. Weiss has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Missouri and Texas. Buckingham Strategic Wealth, LLC is a registered investment business that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 48 locations and a total of 584 people on staff. It oversees $22 billion in assets between its 42,145 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 60 charitable organizations. Of its 42,145 customer accounts, 45% are held by high-net-worth investors who have greater than $1 million in assets. The business performs a wide range 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. A financial advisor's fees depend on which services are offered. Fees billed by Buckingham Strategic Wealth, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 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

Stephen Weiss Work History

Stephen has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Buckingham Stategic 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 Stephen Weiss 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

Michael Indart
Santa Rosa, CA
Charles Moran
Saint Louis, MO
Mallory Harrell
Saint Louis, MO
Mary Ryan
Saint Louis, MO
Adam Dunavant
Kansas City, MO
Michael Heiser
Saint Louis, MO
Mary Ericksen
Bend, OR
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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