Buell Investment Advisors

Overview

Buell Investment Advisors is a state registered investment adviser based in Glastonbury, CT, registered since 2015. It reports $35.2M in assets under management across 106 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM

$35.2M

Discretionary

3%

Accounts

106

Average account

$332K

Employees

4

Advisory reps

4

Registered since

2015

Jurisdictions

1

As reported in the firm's July 2024 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Christopher D Berris Managing Member CRD 1448682

Advisory reps 3 of 4

• Christopher D Berris Registered Rep · Investment Adviser Rep CRD 1448682
• Gregory C Macko Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2367315
• George Walter Miller Jr. Registered Rep · Investment Adviser Rep CRD 601263

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

200 Glastonbury Blvd Fl 1
Glastonbury, CT 06033

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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