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Alfred Bandeira Veloso

Buckman Advisory Group LLC

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About Alfred Bandeira Veloso

Alfred Bandeira Veloso is an Investment Advisor Representative at Buckman Advisory Group LLC. Alfred has over 40 years of experience in the financial industry, specializing in providing financial advice to individuals and businesses. Alfred has a strong background in portfolio management, investment planning, and financial planning, and is committed to helping clients reach their financial goals. Alfred is registered to provide investment advice in New Jersey.

Firm Information

Alfred Veloso is currently registered with Buckman Advisory Group LLC. Buckman Advisory Group LLC is a Registered Investment Advisor based in LITTLE SILVER, NJ. The firm manages over $211 million in assets and provides financial planning, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have 13 investment adviser representatives and cater to high net worth individuals, corporations, charitable organizations, and other investors. They also participate in wrap fee programs.
Buckman Advisory Group LLC

44 CHURCH STREET

LITTLE SILVER, NJ 07739

$211.90M

Assets Under Management

810

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alfred Veloso’s Registration & Firm History

NJ

04/26/2005 - Present

Buckman Advisory Group LLC (LITTLE SILVER NJ)

MA

05/19/1989 - 07/10/1998

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NA

04/12/1984 - 05/11/1989

D. H. BLAIR & CO., INC.

NA

12/17/1981 - 04/02/1984

TUCKER, ANTHONY & R. L. DAY, INC.

NA

08/19/1980 - 12/26/1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

01/31/1980 - 07/16/1980

PAINE, WEBBER, JACKSON & CURTIS INC.

NA

01/02/1980 - 01/31/1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

NA

11/17/1972 - 01/31/1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

NA

08/20/1972 - 11/17/1972

EASTMAN DILLON, UNION SECURITIES & CO., INCORPORATED

NA

09/11/1970 - 08/20/1972

HAYDEN STONE INC.

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Licenses & Designations

IA

Issued 10/04/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/1980

PC - AMEX Put and Call Exam

BC

Issued 11/20/1967

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Alfred Bandeira Veloso. Review regulatory record here.
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