Joseph
Arena

Buckingham Strategic Wealth, LLC

CRD#7322309
Investment Advisor
in Suffern, NY

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About this Advisor

Joseph Arena is a financial advisor operating in Suffern, New York with a total of 1 year of industry experience. Arena is currently employed by Buckingham Strategic Wealth, LLC. Throughout their career, they have worked at Global X Management Company LLC, Foreside Fund Services, LLC, Pinnacle Associates LTD, Kpmg Llp, Baruch College, Saw Mill Club, Iona College and Buckingham Strategic Wealth, LLC. Arena maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York and Pennsylvania. Buckingham Strategic Wealth, LLC is an advisory business that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 48 locations and a total of 584 employees. It oversees $22 billion in assets between its 42,145 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 60 charitable organizations. Of its 42,145 client accounts, 45% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Buckingham Strategic Wealth, LLC performs a number of services, including 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 service is offered. However, fee types billed by Buckingham Strategic Wealth, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Suffern, NY

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$22,079,589,963

NY Average: $11,469,110,461
Total Number of Employees

584

NY Average: 458
Total Number of Accounts

42,145

NY Average: 33,415
Average Account Size

$523,896

NY 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

Joseph Arena Work History

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

2021 - Present (3 years)

Buckingham Strategic Wealth, LLC

2020 - 2021 (1 year)

Global X Management Company LLC

2020 - 2021 (1 year)

Foreside Fund Services, LLC

2019 - 2019 (< 1 year)

Pinnacle Associates LTD

2017 - 2017 (< 1 year)

Kpmg Llp

2016 - 2016 (< 1 year)

Kpmg Llp

2016 - 2019 (3 years)

Baruch College

2015 - 2015 (< 1 year)

Kpmg Llp

2015 - 2016 (1 year)

Iona College

2011 - 2015 (4 years)

Saw Mill Club

*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 Joseph Arena 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

Christopher Rodgers
Indianapolis, IN
Anita Muminovic
Saint Louis, MO
Brian Riggs
Saint Louis, MO
Andrew Leach
Bethesda, MD
Jada Diedrich
Saint Louis, MO
Mallory Harrell
Saint Louis, MO
Edward Gray
Deerfield, IL
Omar Roman
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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