Mark
Guarino

Buckman Advisory Group LLC

CRD#1307977
Investment Advisor
in Little Silver, NJ

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About this Advisor

Mark Guarino is a financial advisor based in Little Silver, New Jersey, working with Buckman Advisory Group LLC. Mark has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Buckman, Buckman & Reid, Inc. Mark has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Mark is part of Buckman Advisory Group LLC, which operates out of Little Silver, New Jersey. The firm has 1 office and 13 employees. The firm manages assets totaling $211.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Buckman Advisory Group LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

44 Church Street
Little Silver, NJ 07739

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Buckman Advisory Group LLC Brokerage Details

Total Assets Under Management

$211,896,696

NJ Average: $10,121,009,343
Total Number of Employees

13

NJ Average: 92
Total Number of Accounts

810

NJ Average: 6,978
Average Account Size

$261,601

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Mark Guarino Work History

2020 - Present (4 years)

Buckman, Buckman & Reid, Inc

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Mark Guarino 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 Buckman Advisory Group LLC

Justin Stern
Boca Raton, FL
Brent Greninger
North Palm Beach, FL
David Barrus
Little Silver, NJ
Sean Stein
Boca Raton, FL
Matthew Witschel
Little Silver, NJ
Mark Guarino
Little Silver, NJ
Jeffrey Wyrwa
Little Silver, NJ
George Mccutchen
Little Silver, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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