Alvin Masanori Abe

Buck Wealth Strategies, LLC

38 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Buck Wealth Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

40 advisors

Number of Clients

2,371 clients

Average Client Portfolio

$238K average

Assets Under Management

$565.4M

Fee Structure

Minimum Investment:$25K

Location

55 Merchant Street, Suite 2100, Honolulu, HI, 96813

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Alvin is a life insurance agent with E.A. Buck Insurance, doing business as E.A. Buck Financial Services, dedicating full-time hours. He is also an investment advisor representative with Buck Wealth Strategies and a registered representative with Madison Avenue Securities, LLC, each also taking full-time hours.

Employment History

Current Registrations

Buck Wealth Strategies, LLC

July 2022 - Present · 3 yrs 7 mos

Madison Avenue Securities, LLCBroker

December 2019 - Present · 6 yrs 2 mos

Previous Registrations

Ae Wealth Management, LLC

December 2019 - January 2023 · 3 yrs 1 mo

Parkland Securities, LLCBroker

August 2011 - December 2019 · 8 yrs 4 mos

Spc

August 2011 - December 2019 · 8 yrs 4 mos

H. Beck, INC.

January 2007 - August 2011 · 4 yrs 7 mos

H. Beck, INC.Broker

April 2001 - August 2011 · 10 yrs 4 mos

Ifg Network Securities, INC.Broker

April 1992 - April 2001 · 9 yrs

Derand/pennington/bass, INC.Broker

December 1988 - May 1992 · 3 yrs 5 mos

E. A. Buck CO., INC.Broker

June 1987 - December 1988 · 1 yr 6 mos

State Registrations3 states

CACOHI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.