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Alfred Bandeira Veloso

Buckman Advisory Group LLC

Little Silver, NJ

CRD 454069

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Employer firm

Buckman Advisory Group LLC CRD 131688

$277M regulatory AUM 868 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Buckman Advisory Group Llc

44 Church Street, Little Silver, NJ 07739 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2005-04-26
  • NJ RA
    APPROVED
    Since 2005-04-26

Branch Locations

44 Church Street, Little Silver, NJ 07739 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer, Bokert, Buckman & Reid, Inc. Red Bank NJ 07/1998 Present
  • 07/1998 → Present
    Mercer, Bokert, Buckman & Reid, Inc.
    Red Bank, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-10-04
S63 Uniform Securities Agent State Law Examination 1981-01-21
  • S65 Uniform Investment Adviser Law Examination
    1994-10-04
  • S63 Uniform Securities Agent State Law Examination
    1981-01-21
Other Names
  • Alfred B Veloso

View on SEC IAPD

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