Robert Preciado
Investment adviser representative at Buck Wealth Strategies, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Buck Wealth Strategies, LLCSep 2025 to now
- Buck Financial ServicesSep 2025 to now
- Madison Avenue SecuritiesSep 2025 to now
- Gwfs Equities, IncMar 2022 to Sep 2025
- Protective LifeMay 2019 to Mar 2022
- Concourse Financial Group (fka Proequities, Inc.)May 2019 to Dec 2021
- Gwfs Equities, Inc.Apr 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6346747
- Firm CRD
- 322138