Constitution Investment Advisory And Portfolio Management

Constitution Investment Advisory And Portfolio Management (CRD# 310378) is a financial advisory firm headquartered in Shelton, CT. They manage $199,944,315 in 239 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2 Trap Falls Road, Suite 504, Shelton, CT 06484
http://ciapm.com
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $836,587
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NY

Financial Advisors at Constitution Investment Advisory And Portfolio Management
Showing 1 - 4 of 4 top financial advisors.
1
Anthony Bavedas, financial advisor Shelton CT
Anthony J. Bavedas
CRD#: 15235
2 Trap Falls Road, Suite 504, Shelton, CT 06484

Anthony Bavedas (CRD# 15235) is an Investment Advisor Representative working at Constitution Investment Advisory And Portfolio Management in Shelton, CT and has over 39 years of experience in the finance industry.

2
Gregory Bavedas, financial advisor Shelton CT
Gregory J. Bavedas
CRD#: 4513282
2 Trap Falls Road, Suite 504, Shelton, CT 06484

Gregory Bavedas (CRD# 4513282) is an Investment Advisor Representative working at Constitution Investment Advisory And Portfolio Management in Shelton, CT and has over 21 years of experience in the finance industry.

3
Sam Keylock, financial advisor Shelton CT
Sam E. Keylock
CRD#: 7844548
2 Trap Falls Road, Suite 504, Shelton, CT 06484

Sam Keylock (CRD# 7844548) is an Investment Advisor Representative working at Constitution Investment Advisory And Portfolio Management in Shelton, CT and has 1 year of experience in the finance industry.

4
Richard Mercado, financial advisor Shelton CT
Richard Mercado
CRD#: 2897046
2 Trap Falls Road, Suite 504, Shelton, CT 06484

Richard Mercado (CRD# 2897046) is an Investment Advisor Representative working at Constitution Investment Advisory And Portfolio Management in Shelton, CT and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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