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 $168,974,075 in 200 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • 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
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.

CT, FL, MA, NH, NY

Financial Advisors at Constitution Investment Advisory And Portfolio Management
Showing 1 - 2 of 2 top financial advisors.
1
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 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.

2
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 19 years of experience in the finance industry.

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