Quincy Adams Shaw Mckean

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:

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

Current Employers

Employment History

• 06/1994 → Present
  Mercer, Bokert, Buckman & Reid, Inc.
  Red Bank, NJ

Other Businesses

I RECIEVE COMPENSATION IN MY ROLE OF EXECUTIVE DIRECTOR OF THE MARY BORDEN FOUNDATION WHICH IS INVOLVED IN MAKING GRANTS TO NON-PROFIT ORGANIZATIONS.I HAVE MEETINGS WITH THE FDTN. TO EVALUATE FUNDING POSSIBILITIES SEVERAL TIMES A YEAR 10 HRS.@MO.,4 BLACPOINT RD. RUMSON NJ,SINCE 6/1999,0 HRS. DUR. TDG. DAY. NOT INV.RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-28
• S63 Uniform Securities Agent State Law Examination
  1990-04-02

Other Names

• Quinn Mckean