Kevin David Buckley

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2004 → 07/2025
  Axios Advisory Group Ltd.
  Wexford, PA
• 09/2015 → 07/2025
  Pensionmark Financial Group, Llc Dba/ Axios Advisory Group
  Santa Barbara, CA
• 09/2015 → 09/2017
  Capfinancial Securities
  Raliegh, NC
• 09/2017 → 07/2025
  Pensionmark Securities, Llc
  Wexford, PA
• 07/2025 → Present
  Newedge Advisors
  New Orleans, LA
• 12/1994 → 07/2025
  American Pension Benefits
  Wexford, PA
• 07/2025 → Present
  Newedge Securities Llc
  Pittsburgh, PA

Previous Registrations

• 2015-09-15 → 2025-07-09
  World Investment Advisors, Llc
  Wexford, PA
  Lincroft, NJ
• 2014-07-07 → 2015-09-28
  Independent Financial Partners
  Wexford, PA
  Scottsdale, AZ
• 2008-01-02 → 2014-07-02
  Kestra Investment Services, Llc
  Scottsdale, AZ
  Warrendale, PA
  Wexford, PA

Other Businesses

(1) AMERICAN PENSION BENEFITS; NON-INVESTMENT RELATED; 115 VIP DR, SUITE 120, WEXFORD, PA 15090; RETIREMENT PLAN ADMINISTRATION (TPA); Principal; 01/01/2023; 80 HRS MONTH; 80 HRS DURING TRADING HOURS; RUN THE OPERATIONS OF THE COMPANY, INCLUDING ALL DAY TO DAY OPERATIONS, MARKETING AND SALES. (2) AXIOS ADVISORY GROUP, LTD; INVESTMENT RELATED; 115 VIP DR, SUITE 120, WEXFORD, PA 15090; NON VARIABLE INSURANCE AND INVESTMENT ADVISORY; MANAGING DIRECTOR/AGENT; 12/1994; 50 HRS MONTH; 50 HRS MONTH; CLIENT ADVISORY AND SELLING NON VARIABLE INSURANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-08
• S63 Uniform Securities Agent State Law Examination
  2004-07-27