Xuyi
Chen
Buckingham Strategic Partners, LLC
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About this Advisor
Xuyi Chen is a financial advisor who works out of Saint Louis, Missouri. Chen is currently employed by Buckingham Strategic Partners, LLC. During their career, the advisor has held roles at Scottrade Inc, Starway Industry (U.S.A.) Inc, Centro Education International, Td Ameritrade, Inc, Charles Schwab & Co., Inc and Buckingham Strategic Wealth, LLC. Chen holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to advise clients in Missouri. Buckingham Strategic Partners, LLC is a business that has its headquarters in Saint Louis, MO. It controls $21 billion in assets under management across its 68,842 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 89 charitable organizations. Of its 68,842 client accounts, 17% are associated with high-net-worth investors who have greater than $1 million in investable assets. Buckingham Strategic Partners, LLC provides a number of services, such as 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 for financial advice usually are based on which services are offered. However, fee types billed by Buckingham Strategic Partners, LLC can consist of any 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
Xuyi Chen Work History
Xuyi has been registered as a financial advisor for 0 years.*
Buckingham Strategic Wealth, LLC
Charles Schwab & Co., Inc
Td Ameritrade, Inc
Scottrade Inc
Starway Industry (U.S.A.) Inc
Centro Education International
*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 Xuyi Chen 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
Denver, CO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Seattle, WA
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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