Seth John Buckley

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 04/2014 → 09/2017
  M Holdings Securities, Inc.
  Portland, OR
• 04/2014 → 09/2017
  Pinnacle Financial Group
  Southborough, MA
• 09/2017 → Present
  Valmark Securities, Inc.
  Akron, OH
• 10/2013 → Present
  Valmark Advisers, Inc
  Akron, OH

Previous Registrations

• 2009-11-06 → 2009-11-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Cambridge, MA
• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Miami, FL
  Boston, MA
  Charlotte, NC
  Cambridge, MA
• 2004-08-18 → 2004-10-20
  Quick & Reilly, Inc.
  Cambridge, MA

Other Businesses

1.) Buckley Financial; Hingham, MA; President and Owner; Insurance sales; compensation= renewal commissions on LTC and fixed products directly sold with insurance carriers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-06
• S63 Uniform Securities Agent State Law Examination
  1987-11-06

Designations

• Certified Financial Planner

Other Names

• Seth John Buckley