Gregory
Bavedas
Constitution Investment Advisory And Portfolio Management
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About this Advisor
Gregory Bavedas is a financial advisor operating out of Shelton, Connecticut with 3 years of relevant experience. Bavedas is on the advisory team at Constitution Investment Advisory And Portfolio Management. Throughout their career, Bavedas has worked at Wells Fargo Clearing Services LLC, Constitution Capital LLC, Fairfield Country Day School and Cambridge Investment Research, Inc. Bavedas holds Series 65, Series 63 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut. Constitution Investment Advisory And Portfolio Management is an advisory business that has its headquarters in Shelton, CT. The firm has just four financial advisors. It has $179 million in assets across its 283 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 283 client accounts, 33% belong to high-net-worth individuals who have more than $1 million in assets. Constitution Investment Advisory And Portfolio Management performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely are based on the services. Fee types billed by Constitution Investment Advisory And Portfolio Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Constitution Investment Advisory And Portfolio Management Brokerage Details
$179,044,198
4
283
$632,665
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gregory Bavedas Work History
Gregory has been registered as a financial advisor for 3 years.*
Constitution Capital LLC
Wells Fargo Clearing Services LLC
Cambridge Investment Research, Inc
Fairfield Country Day School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Bavedas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Constitution Investment Advisory And Portfolio Management
Shelton, CT
Shelton, CT
Shelton, CT
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