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 organized as a limited liability company that registered with the SEC in 2017. Publicly available records list the owner type as a combination of a domestic entity and an individual and classify the firm as "Unclassified," with no further disclosure about its business lines or target clients. The firm is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not designated a pension consultant or related adviser. No descriptive material about advisory services, fee schedules, or client segments appears in the available data, so there is no clear public profile of the firm's service offering or investment focus.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Jai Joshi

    Chief Risk OfficerCRD 2263070

  • Carlo Esannason

    Carlo Esannason

    Chief Compliance OfficerCRD 4869110

  • Richard Misiano

    Richard Misiano

    Chief Executive OfficerCRD 2339879

Contacts

3 of 24
  • Lasse Kokko

    Lasse Kokko

    Assistant ControllerCRD 6976957

  • Jeffrey Zimmer

    Jeffrey Zimmer

    Co-Vice Chairman of the BoardCRD 1303531

  • Daniel Curtis Staton

    ShareholderCRD 1538040

Unlock 21 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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