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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-12-2022
- Office Locations
- 15
Office Locations
About Buck Wealth Strategies, LLC
Buck Wealth Strategies, LLC (E.A. Buck Financial Services) is an SEC-registered RIA offering retirement-focused financial planning and investment management, with tax-aware strategies across investments, healthcare, and estate planning, plus ongoing review meetings. The team builds tailored portfolios aligned to client goals and risk tolerance, works on platforms like Schwab and Fidelity, and hosts “Retire Wiser” educational events.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jeffrey David Buck
Chief Investment Officer, Owner, Private Wealth Manager
- CRD
- #4884887
- Ownership
- Less than 5%
Roger Alan Craig
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Alvin Masanori Abe
Private Wealth Manager, Wealth Manager
- CRD
- #1681818
Mark Steven Arola
Private Wealth Manager
- CRD
- #6600487
Showing 2 of 48 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,642,992,371 | $316,386 |
| Non-Discretionary | $0 | -- |
| Total | $1,642,992,371 | $316,386 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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