Christopher
Ricci

Buckingham Strategic Wealth, LLC

CRD#5575929
Investment Advisor
in Lincoln, RI

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About this Advisor

Christopher Ricci is a financial advisor based in Lincoln, Rhode Island, working with Buckingham Strategic Wealth, LLC. Christopher has previously held positions at Bentley Wealth Advisors, 1St Global Capital Corp, Disanto, Priest & Co, 1St Global Advisors, Inc, Briggs Advisory Group, Inc, 1St Global Insurance Services, Inc, and Buckingham Strategic Wealth, LLC. Christopher has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Rhode Island. Currently, Christopher is part of Buckingham Strategic Wealth, LLC, which operates out of Lincoln, Rhode Island. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

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

24 Albion Rd Suite 440
Lincoln, RI 02865

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$28,824,339,793

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

645

RI Average: 458
Total Number of Accounts

50,014

RI Average: 33,415
Average Account Size

$576,325

RI 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

Christopher Ricci Work History

2023 - Present (1 year)

Buckingham Strategic Wealth, LLC

2018 - 2023 (5 years)

Briggs Advisory Group, Inc

2015 - 2017 (2 years)

Briggs Advisory Group, Inc

2010 - 2018 (8 years)

1St Global Insurance Services, Inc

2009 - 2018 (9 years)

1St Global Capital Corp

2009 - 2018 (9 years)

1St Global Advisors, Inc

2008 - 2018 (10 years)

Bentley Wealth Advisors

2008 - 2014 (6 years)

Disanto, Priest & Co

Disclosures

Please visit the SEC profile of Christopher Ricci 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

Matthew Mckeand
Saint Louis, MO
Jack Moore
Ridgeland, MS
Waiyee Wong
Saint Louis, MO
Kristi Tidwell
Deerfield, IL
Austin Vuichard
Saint Louis, MO
Adam Dunavant
Kansas City, MO
Devon Sherwood
Portland, OR
Michael Heiser
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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