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Bradley Alan Wasserman

Buckingham Strategic Wealth, LLC

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About Bradley Alan Wasserman

Bradley Alan Wasserman is an investment advisor representative at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Bradley has been in the financial industry since 2000 and has experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Bradley is registered with the state of Michigan and Texas as an Investment Advisor Representative. Bradley is a Personal Financial Specialist and holds the Series 65 license.

Firm Information

Bradley Wasserman is currently registered with Buckingham Strategic Wealth, LLC. Buckingham Strategic Wealth, LLC is an investment advisor headquartered in St. Louis, Missouri, with over 320 investment advisor representatives and 15 registered representatives. The firm manages over $29 billion in assets for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and other entities. Buckingham Strategic Wealth provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Buckingham Strategic Wealth, LLC

8182 MARYLAND AVENUE

ST LOUIS, MO 63105

$29.51B

Assets Under Management

623

Total Clients

145

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Wasserman’s Registration & Firm History

MI

03/27/2024 - Present

Buckingham Strategic Wealth, LLC (FARMINGTON HILLS MI)

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Licenses & Designations

IA

Issued 03/03/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Alan Wasserman.
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