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Gregory W. Minard

BUCKLER SECURITIES LLC
Greenwich, CT 06831
Some features on this profile are disabled
CRD#: 2092089
GM

Professional summary


Gregory Ward Minard, who also goes by Greg Minard, is a registered financial professional currently at BUCKLER SECURITIES LLC located in Greenwich, Connecticut.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1990. Gregory has worked at 9 firms and has passed the Series 63, Series 3, Series 72, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Minard

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) - BD


Click below to view Gregory Ward Minard's CRS (Customer Relationship Summary).

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


Current

December 2, 2022 - Present

BUCKLER SECURITIES LLC

Office #1: 5 Greenwich Office Park, Suite 350, Greenwich, CT 06831
BD
CRD#: 284576
Greenwich, CT
Past

August 18, 2022 - December 1, 2022

KOPENTECH CAPITAL MARKETS LLC

BD
CRD#: 299808
ROSLYN, NY
Past

June 6, 2016 - August 27, 2021

MIRAE ASSET SECURITIES (USA) INC.

BD
CRD#: 30679
NEW YORK, NY
Past

September 12, 2014 - June 3, 2016

INDUSTRIAL AND COMMERCIAL BANK OF CHINA FINANCIAL SERVICES LLC

BD
CRD#: 131487
NEW YORK, NY
Past

June 29, 1998 - June 14, 2013

UBS SECURITIES LLC

BD
CRD#: 7654
STAMFORD, CT
Past

September 2, 1997 - June 29, 1998

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
STAMFORD, CT
Past

February 7, 1995 - September 2, 1997

SBC WARBURG, INC.

BD
CRD#: 23745
NEW YORK, NY
Past

February 20, 1992 - January 25, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

September 13, 1990 - October 22, 1991

INTL FCSTONE PARTNERS L.P.

BD
CRD#: 19764
JERSEY CITY, NJ

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(12/2/2022)
RR
California
(12/2/2022)
RR
Connecticut
(12/2/2022)
RR
Delaware
(12/2/2022)
RR
Florida
(12/2/2022)
RR
Illinois
(12/2/2022)
RR
Maryland
(12/2/2022)
RR
Massachusetts
(12/2/2022)
RR
Missouri
(11/5/2024)
RR
New Jersey
(12/2/2022)
RR
New York
(12/2/2022)
RR
North Carolina
(12/2/2022)
RR
Ohio
(12/2/2022)
RR
Pennsylvania
(12/2/2022)
RR
Texas
(12/2/2022)
RR
Wisconsin
(12/2/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 3/4/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BUCKLER SECURITIES LLC
BUCKLER SECURITIES LLC

CRD#: 284576 / SEC#: , 8-69807

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
5 Greenwich Office Park, Suite 350, Greenwich, CT 06831
Mailing Address
5 Greenwich Office Park, Suite 350, Greenwich, CT 06831
Phone number
(203) 633-2225
Established
Delaware since 04/28/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ARMOUR CAPITAL MANAGEMENT LPSHAREHOLDER164570
ARMOUR TRS INCSHAREHOLDER
CONIGLIARIO, THOMAS JOSEPHCHIEF OPERATING OFFICER / PRINCIPLE OPERATIONS OFFICER1366831
ESANNASON, CARLO YVANCCO4869110
HARPER, GORDON MACKAYCHIEF FINANCIAL OFFICER6632019
JOSHI, JAI PAULCHIEF RISK OFFICER2263070
KOKKO, LASSE ARTTURIPRINCIPLE FINANCIAL OFFICER ("PFO") / FINOP6976957
MISIANO, RICHARD JOHNCHIEF EXECUTIVE OFFICER2339879
ULM, SCOTT JEFFREYPRINCIPAL1575205

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


BUCKLER SECURITIES LLC

CRD#: 284576Greenwich, CT 06831

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