Steven Buczek, financial advisor Stamford CT

Steven Buczek

CRD Number: 6781978
Current Firm: Td Private Client Wealth LLC

Steven Buczek (CRD# 6781978) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Stamford, CT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Td Bank N.a. Stamford, CT Nov 2021 - Current < 1
Td Private Client Wealth LLC Stamford, CT Nov 2021 - Current < 1
Td Bank N.a. Stratford, CT Jan 2018 - Oct 2021 3
Guardian Life Insurance Hamden, CT Sep 2017 - Dec 2017 < 1
Park Avenue Securities Hamden, CT Sep 2017 - Dec 2017 < 1
Park Avenue Securities Madison, CT Aug 2017 - Sep 2017 < 1
Guardian Life Insurance Company Madison, CT Feb 2017 - Sep 2017 < 1
New York Life Stratford, CT Oct 2015 - Jan 2017 1
Western New England University Springfield, MA Aug 2011 - Oct 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Steven Buczek
Phone Number: 877-703-9896
Registered State(s):
  • CT
  • NY
By the Numbers
  • Total Assets Under Management
    5,619
    MILLIONS
  • Total Number of Accounts
    4,792
    ACCOUNTS
  • Average Account Value
    $1,172,526
Compensation Options
  • A percentage of assets under your management
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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