Best Investors Account Sign in
Current Employers
Buck Wealth Strategies, Llc

4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-05-30
  • HI RA
    APPROVED
    Since 2024-05-30

Branch Locations

4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buck Wealth Strategies Honolulu HI 01/2024 Present
Retirement Partners Of Hawaii Honolulu HI 05/2023 01/2024
United States Marine Corps Kailua HI 01/2019 05/2023
Gap Glen Mills PA 05/2018 10/2018
Devereaux Malvern PA 10/2018 01/2019
Georgetown University Washington D.C. MD 08/2015 05/2018
Madison Avenue Securities San Diego CA 01/2024 Present
E.A Buck Insurance Honolulu HI 05/2025 Present
Buck Financial Services Honolulu HI 01/2024 Present
  • 01/2024 → Present
    Buck Wealth Strategies
    Honolulu, HI
  • 05/2023 → 01/2024
    Retirement Partners Of Hawaii
    Honolulu, HI
  • 01/2019 → 05/2023
    United States Marine Corps
    Kailua, HI
  • 05/2018 → 10/2018
    Gap
    Glen Mills, PA
  • 10/2018 → 01/2019
    Devereaux
    Malvern, PA
  • 08/2015 → 05/2018
    Georgetown University
    Washington D.C., MD
  • 01/2024 → Present
    Madison Avenue Securities
    San Diego, CA
  • 05/2025 → Present
    E.A Buck Insurance
    Honolulu, HI
  • 01/2024 → Present
    Buck Financial Services
    Honolulu, HI
Other Businesses

1.) Name; Buck Financial Services; Investment Related: Yes; Address: 55 Merchant Street Suite 2100, Honolulu HI 96813; Nature of the Business: Holding corporation; Position: Employee; Hours Per Week; 160 hours/month 2.) Name; Buck Wealth Strategies; Investment Related: Yes; Address: 55 Merchant Street Suite 2100, Honolulu HI 96813; Nature of the Business: Registered Investment Adviser engaged in Asset Management Services; Position: Investment Advisor Representative; Hours Per Week; 160 hours/month 3.) Name; E.A. Buck Insurance; Investment Related: Yes; Address: 55 Merchant Street Suite 2100, Honolulu HI 96813; Nature of the Business: Insurance Sales; Position: Insurance; Hours Per Week; 160 hours/month Insurance License - HI - Accident, Health or Sickness, Life

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-27
S65 Uniform Investment Adviser Law Examination 2024-05-30
  • S63 Uniform Securities Agent State Law Examination
    2026-07-27
  • S65 Uniform Investment Adviser Law Examination
    2024-05-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor