Buckman Advisory Group LLC

Buckman Advisory Group LLC (CRD# 131688) is a financial advisory firm headquartered in Little Silver, NJ. They manage $187,000,000 in 960 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    960
    ACCOUNTS
  • Average Account Value
    $194,792
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NC, NJ, NY, PA, TX

Financial Advisors at Buckman Advisory Group LLC
Showing 1 - 10 of 21 top financial advisors.
1
David C. Whitmore
CRD#: 4644356
174 Patterson Ave, Shrewsbury, NJ 07702
96
Wealthminder
score

David Whitmore (CRD# 4644356) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Shrewsbury, NJ and has over 13 years of experience in the finance industry. David Whitmore 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.

2
Nicole T. Codispoti
CRD#: 2817404
174 Patterson Av, Shrewsbury, NJ 07702
93
Wealthminder
score

Nicole Codispoti (CRD# 2817404) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Shrewsbury, NJ and has over 15 years of experience in the finance industry.

3
William F. Egbert
CRD#: 1251316
44 Church St., Little Silver, NJ 07739
93
Wealthminder
score

William Egbert (CRD# 1251316) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Little Silver, NJ and has over 32 years of experience in the finance industry.

4
Andrew M. Heath
CRD#: 1596015
44 Church St., Little Silver, NJ 07739
93
Wealthminder
score

Andrew Heath (CRD# 1596015) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Little Silver, NJ and has over 29 years of experience in the finance industry.

5
Quincy A. McKean
CRD#: 1714604
174 Patterson Av, Shrewsbury, NJ 07702
93
Wealthminder
score

Quincy McKean (CRD# 1714604) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Shrewsbury, NJ and has over 26 years of experience in the finance industry.

6
Douglas P. Stives
CRD#: 3140573
174 Paterson Av, Shrewsbury, NJ 07702
93
Wealthminder
score

Douglas Stives (CRD# 3140573) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Shrewsbury, NJ and has over 17 years of experience in the finance industry.

7
Robert F. Teevan
CRD#: 2079468
44 Church St., Little Silver, NJ 07739
93
Wealthminder
score

Robert Teevan (CRD# 2079468) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Little Silver, NJ and has over 24 years of experience in the finance industry.

8
Steven A. Trusso
CRD#: 838100
174 Paterson Av, Shrewsbury, NJ 07702
93
Wealthminder
score

Steven Trusso (CRD# 838100) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Shrewsbury, NJ and has over 24 years of experience in the finance industry.

9
Matthew Witschel
CRD#: 2104720
44 Church St., Little Silver, NJ 07739
93
Wealthminder
score

Matthew Witschel (CRD# 2104720) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Little Silver, NJ and has over 12 years of experience in the finance industry.

10
Jeffrey A. Wyrwa
CRD#: 5406289
44 Church St., Little Silver, NJ 07739
93
Wealthminder
score

Jeffrey Wyrwa (CRD# 5406289) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Little Silver, NJ and has over 9 years of experience in the finance industry.

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