Buckler Securities LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
—
Advisory reps
28
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
284576
Registered since
April 27, 2017

Firm profile

FINTRX

Overview

Buckler Securities LLC is a limited liability company that has been SEC-registered since 2017. Publicly available profile fields are sparse: the firm is recorded as owned by a domestic entity/individual and is classified as "Unclassified" in the database. Reported attributes indicate it does not act as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state or newly formed adviser. Fields for client base, fee structure, and specific advisory or business activities were not populated in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Richard Misiano

    Richard Misiano

    Chief Executive OfficerCRD 2339879

  • Jai Joshi

    Chief Risk OfficerCRD 2263070

  • Carlo Esannason

    Carlo Esannason

    Chief Compliance OfficerCRD 4869110

Contacts

3 of 25
  • Jeffrey Zimmer

    Jeffrey Zimmer

    Co-Vice Chairman of the BoardCRD 1303531

  • Scott Ulm

    PrincipalCRD 1575205

  • Gordon Harper

    Vice PresidentCRD 6632019

Unlock 22 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
5 Greenwich Office Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth