Alvin Masanori Abe
Investment adviser representative at Buck Wealth Strategies, LLC
42 yearsExperience
2 statesRegistered in
$1.6BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
42 years in the industry.
- Buck Wealth Strategies, LLCJul 2022 to now
- Madison Avenue Securities, LLCDec 2019 to now
- E.A. Buck Insurance dba E.A. Buck Financial ServicesMar 1984 to now
- Ae Wealth Management, LLCDec 2019 to Jan 2023
- Parkland SecuritiesAug 2014 to Dec 2019
- SpcAug 2011 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CO, HI).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1681818
- Firm CRD
- 322138