BUCKLER SECURITIES LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
27
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 registered with the SEC in 2017. FINTRX classifies the firm as "Unclassified" and lists its ownership as a combination of a domestic entity and an individual. The dataset indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not supplied descriptive detail about its advisory services, investment strategy, fee structure, or target client segments in the available record. That lack of disclosed activity or affiliation data limits what can be said about how the firm positions itself in the marketplace or the types of mandates it pursues.

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
  • Jai Joshi

    Chief Risk OfficerCRD 2263070

  • CARLO ESANNASON

    Chief Compliance OfficerCRD 4869110

  • RICHARD MISIANO

    Chief Executive OfficerCRD 2339879

Contacts

3 of 24
  • LASSE KOKKO

    Assistant ControllerCRD 6976957

  • JEFFREY ZIMMER

    Co-Vice Chairman of the BoardCRD 1303531

  • DANIEL CURTIS STATON

    ShareholderCRD 1538040

Unlock 21 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth