Steven
Trusso
Buckman Advisory Group LLC
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About this Advisor
Steven Trusso is a financial advisor based in Buffalo, New York, working with Buckman Advisory Group LLC. Steven has previously held positions at Mercer, Bokert, and Buckman & Reid, Inc. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Steven is part of Buckman Advisory Group LLC, which operates out of Buffalo, New York. 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
Services Offered
Fee Structure
Office Location
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Buckman Advisory Group LLC Brokerage Details
$211,896,696
13
810
$261,601
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
Steven Trusso Work History
Mercer, Bokert, Buckman & Reid, Inc
Disclosures
Please visit the SEC profile of Steven Trusso 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
Boca Raton, FL
North Palm Beach, FL
Little Silver, NJ
Boca Raton, FL
Little Silver, NJ
Little Silver, NJ
Little Silver, NJ
Little Silver, NJ
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