Lori Lynn Chittenden

Employer firm

Buckley Wealth CRD 285823

$644M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 02/2017
  Morgan Stanley
  Las Vegas, NV
• 02/2017 → Present
  Buckley Wealth Management, Llc
  Las Vegas, NV

Previous Registrations

• 2014-01-21 → 2017-02-23
  Morgan Stanley
  Las Vegas, NV
• 2011-08-03 → 2012-07-26
  Morgan Stanley
  Las Vegas, NV
• 2010-02-02 → 2010-04-30
  Wells Fargo Clearing Services, Llc
  Rapid City, SD
• 1999-08-02 → 2003-08-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Abilene, TX

Other Businesses

Stecovich Family Properties, LLC - 14-862 State Route, Montpelier, OH 43543 - A family farming operation - General Partner - May 2006 - Less than 1hr/month.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-17
• S65 Uniform Investment Adviser Law Examination
  1996-05-04
• S63 Uniform Securities Agent State Law Examination
  1994-06-27

Designations

• Certified Financial Planner

Other Names

• Lori Chittenden
• Lori Lynn Stecovich
• Lori Lynn Chittenden
• Lori Chittenden