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Michelle Marie Buckley

Telsey Consumer Fund Management LP

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About Michelle Marie Buckley

Michelle Marie Buckley is an Investment Advisor Representative at Telsey Consumer Fund Management LP, a Registered Investment Advisor in New York. Michelle has been in the financial services industry since January 2012 and has held previous roles at firms such as Morgan Stanley Smith Barney, TD Private Client Wealth LLC, and Shepherd Kaplan LLC. Michelle is a Chartered Financial Analyst and holds Series 7 and Series 31 licenses. Michelle also serves as a Trustee for The Sage School, an Investment Committee Member for SouthCoast Community Foundation, and a Council Member for Derby Academy. Michelle's current advisory activities include portfolio management for pooled investment vehicles and portfolio management for businesses.

Firm Information

Michelle Buckley is currently registered with Telsey Consumer Fund Management LP. Telsey Consumer Fund Management LP is an investment adviser based in NEW YORK, NY. The firm manages $29,000,000 in assets for 2 clients. Their services include portfolio management for businesses and pooled investment vehicles. They publish periodicals and are registered with the SEC.
Telsey Consumer Fund Management LP

555 FIFTH AVENUE

NEW YORK, NY 10017

$29.00M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for businesses

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

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michelle Buckley’s Registration & Firm History

NY

05/08/2024 - Present

Telsey Consumer Fund Management LP (NEW YORK NY)

MA

01/13/2012 - 07/26/2012

MORGAN STANLEY SMITH BARNEY (NORWELL MA)

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Licenses & Designations

BOTH

Issued 02/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 01/12/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Marie Buckley.
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