Brandon
Schumacher

Buckingham Strategic Wealth, LLC

CRD#7076436
Investment Advisor
in Fairfax, VA

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About this Advisor

Brandon Schumacher is a financial advisor based in Fairfax, Virginia, working with Buckingham Strategic Wealth, LLC. Brandon has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Royal Bank Of Canada Wealth Management, Fitzgerald Auto Mall, University Of Maryland Robert H. Smith School Of Business, Winston Churchill High School, Bank Of America, N.A, and Buckingham Strategic Wealth, LLC. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Brandon is part of Buckingham Strategic Wealth, LLC, which operates out of Fairfax, Virginia. 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 66

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

11325 Random Hills Road Suite 210
Fairfax, VA 22030

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$28,824,339,793

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

645

VA Average: 458
Total Number of Accounts

50,014

VA Average: 33,415
Average Account Size

$576,325

VA 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

Brandon Schumacher Work History

2021 - Present (3 years)

Buckingham Strategic Wealth, LLC

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2021 (1 year)

Bank Of America, N.A

2019 - 2020 (1 year)

Royal Bank Of Canada Wealth Management

2018 - 2018 (< 1 year)

Fitzgerald Auto Mall

2016 - 2020 (4 years)

University Of Maryland Robert H. Smith School Of Business

2016 - 2016 (< 1 year)

Fitzgerald Auto Mall

2012 - 2016 (4 years)

Winston Churchill High School

Disclosures

Please visit the SEC profile of Brandon Schumacher 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 Bourlier
Satellite Beach, FL
Michaela Peterson
Saint Louis, MO
Kristopher Roche
Charlotte, NC
Joseph Frontczak
Saint Louis, MO
Austin Vuichard
Saint Louis, MO
Michael Clayman
Indianapolis, IN
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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