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Michael Jay Sato

Buck Wealth Strategies, LLC

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About Michael Jay Sato

Michael Jay Sato is a financial advisor at Buck Wealth Strategies, LLC. Michael has been in the industry since 2020 and has experience working with individuals, families, and small businesses. Michael is licensed to provide investment advice in California and Hawaii and is registered as an Investment Advisor Representative. Michael holds a Series 66 and Series 7 license and is a graduate of the University of Hawaii. Buck Wealth Strategies, LLC offers a variety of financial planning and investment services. Michael is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Michael Sato is currently registered with Buck Wealth Strategies, LLC. Buck Wealth Strategies, LLC is a Denver, CO-based financial advisor registered with the SEC. The firm manages approximately $299,865,422 in regulatory assets under management for 1,979 accounts. Buck Wealth Strategies offers financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves individuals other than high-net-worth, pension and profit-sharing plans, and high-net-worth individuals.
Buck Wealth Strategies, LLC

4600 S. SYRACUSE STREET

DENVER, CO 80237

$299.87M

Assets Under Management

Not reported

Total Clients

29

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Michael Sato’s Registration & Firm History

HI

01/29/2025 - Present

Buck Wealth Strategies, LLC (HONOLULU HI)

HI

10/10/2020 - 01/12/2024

MADISON AVENUE SECURITIES, LLC (Honolulu HI)

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Licenses & Designations

BOTH

Issued 01/15/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/31/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jay Sato.
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