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Brian Joseph Buckley

Buckley Wealth Management, LLC

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About Brian Joseph Buckley

Brian Buckley is a financial advisor with over 30 years of experience in the financial services industry. Brian has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Brian is a Registered Representative and Investment Advisor Representative with Buckley Wealth Management, LLC. Brian is committed to providing personalized, client-focused advice that helps clients achieve their financial goals.

Firm Information

Brian Buckley is currently registered with Buckley Wealth Management, LLC. Buckley Wealth Management, LLC is an investment advisor registered with the SEC. Based in Las Vegas, NV, the firm manages $583,151,358 in assets for 594 clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans. Buckley Wealth Management provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
Buckley Wealth Management, LLC

10100 WEST CHARLESTON BLVD.

LAS VEGAS, NV 89135-5001

$583.15M

Assets Under Management

2

Total Clients

3

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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Brian Buckley’s Registration & Firm History

NV

02/17/2017 - Present

Buckley Wealth Management, LLC (LAS VEGAS NV)

NV

06/01/2009 - 02/23/2017

MORGAN STANLEY (LAS VEGAS NV)

NV

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (LAS VEGAS NV)

NV

08/02/1988 - 04/02/2007

MORGAN STANLEY DW INC. (LAS VEGAS NV)

NA

01/31/1980 - 08/09/1988

PAINEWEBBER INCORPORATED

NA

09/25/1978 - 01/31/1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

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Licenses & Designations

IA

Issued 03/17/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 06/24/1981

Series 12 - NYSE Branch Manager Examination

BC

Issued 02/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/1981

Series 5 - Interest Rate Options Examination

BC

Issued 09/16/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Joseph Buckley.
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