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Daniel Stephen Remigino

Buell Investment Advisors

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About Daniel Stephen Remigino

Daniel Remigino is a financial advisor who has been in the industry since 1977. Daniel is currently registered with Buell Investment Advisors in Glastonbury, CT. Daniel has worked with a number of firms over the years, including Janney Montgomery Scott LLC, Dean Witter Reynolds Inc., Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Advest, Inc. Daniel specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Daniel Remigino is currently registered with Buell Investment Advisors. Buell Investment Advisors is an investment advisor with 1 licensed agent and 4 investment advisor representatives. They have a total of $35,152,939 in regulatory assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. They offer financial planning and portfolio management services for individuals. Their client base includes 86 high-net-worth individuals with $31,309,762 in assets under management and 20 other individuals with $3,843,177 in assets under management. They participate in wrap fee programs.

$35.15M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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Daniel Remigino’s Registration & Firm History

CT

07/14/2015 - Present

Buell Investment Advisors (GLASTONBURY CT)

CT

01/02/1997 - 03/09/2015

JANNEY MONTGOMERY SCOTT LLC (GLASTONBURY CT)

NY

02/05/1988 - 01/24/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

02/15/1988 - 03/04/1988

SHEARSON LEHMAN HUTTON INC.

NA

09/16/1983 - 02/15/1988

E. F. HUTTON & COMPANY INC

NA

09/26/1978 - 10/03/1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

06/20/1977 - 09/26/1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

NA

01/26/1977 - 07/10/1977

ADVEST, INC.

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Licenses & Designations

BC

Issued 04/11/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/30/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1981

Series 5 - Interest Rate Options Examination

BC

Issued 09/08/1977

PC - AMEX Put and Call Exam

BC

Issued 01/15/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Stephen Remigino.
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