Bert Schweizer Iii
Professional Summary
Bert Schweizer III, who also goes by Bert (nmn) Schweizer III, Bert Schweizer, was a registered financial advisor. Bert was a previously registered financial professional and started their career in finance 1996 - 2021. Bert had worked at 3 firms and has passed the Series 63 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bert (nmn) Schweizer Iii, Bert Schweizer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
BUCKINGHAM ASSET MANAGEMENT, LLC | WEALTH MANAGEMENT CONSULTANTS | BUCKINGHAM WEALTH PARTNERS | BUCKINGHAM STRATEGIC WEALTH, LLC | BUCKINGHAM STRATEGIC WEALTH
Contact Information
Main Address
8182 Maryland Avenue Suite 500, St Louis, MO 63105Phone Number
(314) 725-0455# of Employees
645Regulatory Assets Under Management
Total Number of Accounts
51,749AUM (Assets Under Management)
$29,509,452,509Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/27/2024 | Cover Page | Report |
| 01/24/2024 | Cover Page | Report |
| 07/22/2022 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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