AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
FB

Fred J. Buglione

Some features on this profile are disabled
CRD#: 1042938
FB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Fred John Buglione, who also goes by Fred J Buglione, was a registered financial professional .

Fred is a previously registered financial professional and started their career in finance in 1983. Fred had worked at 10 firms and has passed the Series 99TO, SIE and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fred J Buglione

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 10, 2009 - August 17, 2010

MONARCH FINANCIAL CORPORATION OF AMERICA

BD
CRD#: 23437
NEW YORK, NY
Past

January 20, 2009 - June 15, 2010

WORLD FINANCIAL SERVICES, INC.

BD
CRD#: 18461
NEW YORK, NY
Past

November 9, 2006 - December 9, 2008

WORLD FINANCIAL SERVICES, INC.

BD
CRD#: 18461
NEW YORK, NY
Past

November 3, 2005 - March 3, 2006

SILVERADO ARBITRAGE TRADING LTD.

BD
CRD#: 43168
SADDLEBROOK, NJ
Past

April 13, 2005 - August 31, 2021

ECOBAN SECURITIES CORPORATION

BD
CRD#: 29112
NEW YORK, NY
Past

October 3, 2003 - February 16, 2005

U.S. FINANCIAL INVESTMENTS, INC.

BD
CRD#: 120804
NEW YORK, NY
Past

January 16, 2001 - October 19, 2001

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

February 10, 1995 - October 20, 1999

REPUBLIC NEW YORK SECURITIES CORPORATION

BD
CRD#: 29659
NEW YORK, NY
Past

June 17, 1994 - February 8, 1995

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
NEW YORK, NY
Past

April 1, 1985 - February 20, 1992

MERRILL LYNCH PROFESSIONAL CLEARING CORP.

BD
CRD#: 16139
NEW YORK, NY
Past

October 14, 1983 - February 20, 1992

BROADCORT CAPITAL CORP.

BD
CRD#: 13456
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam

Current Firm


MF
MONARCH FINANCIAL CORPORATION OF AMERICA
MONARCH FINANCIAL CORPORATION OF AMERICA | U.S. FINANCIAL CORPORATION | MONARCH FINANICAL CORPORATION OF AMERICA

CRD#: 23437 / SEC#: , 8-40433

BD
Terminated by SEC on 05/22/2012
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 11/03/1988
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WESTROCK GROUP, INC.SHAREHOLDER
BROWN, DAVID ANTHONYPRESIDENT, CEO1973169
RICH, LOUIS JCHIEF COMPLIANCE OFFICER375430

Disclosures


Regulatory Event5
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MONARCH FINANCIAL CORPORATION OF AMERICA

CRD#: 23437

TRUST BUT VERIFY

Monitor Fred Buglione

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics