Brandon
Terkeltaub
Buckingham Strategic Wealth, LLC
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About this Advisor
Brandon Terkeltaub is a certified financial planner and chartered financial consultant who works out of Norfolk, Virginia. Terkeltaub is an employee of Buckingham Strategic Wealth, LLC. During their career, Terkeltaub has held roles at Jhfn Sii, Apple Inc, Harbor Group Management Company, Royal Alliance Associates, Inc and Buckingham Strategic Wealth, LLC. Terkeltaub has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Buckingham Strategic Wealth, LLC is a financial advisory business that has its headquarters in Saint Louis, MO. The firm has offices in 48 locations and a total of 584 employees. It oversees $22 billion in assets across its 42,145 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 60 charitable organizations. Of its 42,145 customer accounts, 45% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm offers a number 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. Fees charged by financial advisors usually are based on the services. However, fees charged by Buckingham Strategic Wealth, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$22,079,589,963
584
42,145
$523,896
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 Terkeltaub Work History
Brandon has been registered as a financial advisor for 0 years.*
Buckingham Strategic Wealth, LLC
Royal Alliance Associates, Inc
Jhfn Sii
Harbor Group Management Company
Apple Inc
*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 Brandon Terkeltaub 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
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Deerfield, IL
Deerfield, IL
Saint Louis, MO
Bethesda, MD
Santa Rosa, CA
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.
