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Brent Jason Greninger

Buckman Advisory Group LLC
15 Years of Experience
2 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Buckman Advisory Group LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
834 clients
Average Client Portfolio
$283K average
Assets Under Management
$236.1M

Fee Structure

Minimum Investment:$10K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.75%
$250K - $1.0M1.50%
$1M+1.25%

Fees are negotiable. There is a trade threshold of 80 trades per year, after which a fee of $35 per trade will be assessed.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

631 us highway 1, north palm beach, FL, 33408

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2021
Customer Dispute
September 2021
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Buckman Advisory Group LLC
March 2022 - Present · 3 yrs 11 mos
Buckman, Buckman & Reid, INC.Broker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
February 2016 - December 2021 · 5 yrs 10 mos
Raymond James & Associates, INC.Broker
January 2016 - January 2022 · 6 yrs
Morgan Stanley
September 2012 - January 2016 · 3 yrs 4 mos
Morgan StanleyBroker
September 2012 - January 2016 · 3 yrs 4 mos
Wells Fargo Advisors, LLC
August 2010 - September 2012 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
July 2010 - September 2012 · 2 yrs 2 mos
State Registrations4 states
CAFLNJVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.