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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| CT | RA | APPROVED | 2026-06-10 |
Branch Locations
200 Glastonbury Blvd Ste 102, Glastonbury, CT 06033 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
200 Glastonbury Blvd Ste 102 , Glastonbury, CT 06033 • United States
200 Glastonbury Blvd 1St Fl, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-12-03 |
Branch Locations
200 Glastonbury Blvd 1St Fl, Glastonbury, CT 06033 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 06/1993 | 07/2018 |
| Bank Of America, Na | West Hartford | CT | 09/2009 | 07/2018 |
| Lpl Financial | Glastonbury | CT | 06/2026 | Present |
| Buell Securities | Glastonbury | CT | 07/2018 | Present |
1.06/09/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Buell Wealth Management; Investment Related; at Reported Business Location(s); Start Date 06/08/2026; 160hrs/mth; 160hrs during trading 2.06/09/2026; GCM Investment Advisors; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/31/2018; 1hrs/mth; 0hrs during trading 3.06/09/2026; Gregory Macko; Real Estate Rental; Investment Related; North Charleston,SC; Start Date 06/01/2013; 0hrs/mth; 0hrs during trading 4.08/03/2026; (Hybrid) Buell Investment Advisors; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/08/2026; 160hrs/mth; 160hrs during trading; I temporarily provide limited services through Buell Investment Advisors, an independent investment advisor firm, for purposes of transitioning assets to the LPL Financial RIA. I started this activity in 06/2026, and expect to spend approximately 160 hours per month on is activity. Please see the advisory firm's Form ADV for more information about its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-03 |
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