Steven Trusso, financial advisor Buffalo NY

Steven Trusso

CRD Number: 838100
Current Firm: Buckman Advisory Group LLC

Steven Trusso (CRD# 838100) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Buffalo, NY and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Mercer, Bokert, Buckman & Reid, Inc. Red Bank, PA Sep 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Steven A. Trusso
Phone Number: (732) 530-0303
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    204
    MILLIONS
  • Total Number of Accounts
    851
    ACCOUNTS
  • Average Account Value
    $239,420
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, NJ, NY, PA, SC, TX

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