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Quincy Adams shaw McKean

Buckman Advisory Group LLC

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About Quincy Adams shaw McKean

Quincy McKean is a registered investment advisor representative with Buckman Advisory Group LLC in LITTLE SILVER, NJ. Quincy has been in the financial services industry since 1988 and is also registered as an investment advisor representative in California, Delaware, Florida, Michigan, New Jersey, New York, Texas and Washington. Quincy also holds several licenses including Series 7, Series 52, Series 63, Series 65 and SIE. In addition to his role with Buckman Advisory Group LLC, Quincy is also the Executive Director of the Mary Borden Foundation. Quincy has been with Buckman Advisory Group LLC since 2005 and previously worked with MERCER, BOKERT, BUCKMAN & REID, INC., KIDDER, PEABODY & CO. INCORPORATED and FIRST FIDELITY BROKERS, INC.

Firm Information

Quincy McKean 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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Quincy McKean’s Registration & Firm History

NJ

04/12/2005 - Present

Buckman Advisory Group LLC (LITTLE SILVER NJ)

NA

06/13/1994 - 07/05/1994

MERCER, BOKERT, BUCKMAN & REID, INC.

NY

03/19/1990 - 06/21/1994

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

NJ

09/27/1988 - 03/22/1990

FIRST FIDELITY BROKERS, INC. (NEWARK NJ)

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Licenses & Designations

IA

Issued 01/28/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/1988

Series 52 - Municipal Securities Representative Examination

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Quincy Adams shaw McKean.
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