Anthony Bavedas, financial advisor Shelton CT

Anthony Bavedas

CRD Number: 15235
Current Firm: Constitution Investment Advisory And Portfolio Management

Anthony Bavedas (CRD# 15235) is an Investment Advisor Representative working at Constitution Investment Advisory And Portfolio Management in Shelton, CT and has over 37 years of experience in the finance industry. Anthony Bavedas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Constitution Capital LLC Shelton, CT Oct 2020 - Current 1
Wells Fargo Clearing Services, LLC Westport, CT Nov 2016 - Oct 2020 3
Wells Fargo Advisors LLC Westport, CT May 2013 - Nov 2016 3
Morgan Stanley Smith Barney Purchase, NY Jun 2009 - May 2013 3
Citigroup Global Markets Inc. Westport, CT Feb 2006 - May 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for Anthony J. Bavedas
Phone Number: (475) 269-3200
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    169
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $844,870
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CT, FL, MA, NH, NY

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