BB
BB

Brian Buckley

47 Years of Experience
Las Vegas, NV

Brian Buckley is a registered investment advisor at Buckley Wealth Management, LLC, based in Las Vegas, NV, with 47 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 222 clients with $580M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
222 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$583.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

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

10100 West Charleston Blvd., #213, Las Vegas, NV, 89135-5001

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Brian serves on the investment board advisory board for the Provincial Council of the Clerics of Saint Viators. He is also a committee member for the Investments & Wealth Institute, dedicating minimal time annually to the appeals board.

Employment History
Current Registrations
Buckley Wealth Management, LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2009 - February 2017 · 7 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2017 · 7 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2002 - April 2007 · 4 yrs 7 mos
Morgan Stanley Dw INC.Broker
August 1988 - April 2007 · 18 yrs 8 mos
Painewebber IncorporatedBroker
January 1980 - August 1988 · 8 yrs 7 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
September 1978 - January 1980 · 1 yr 4 mos
State Registrations2 states
NVTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.