Matthew Witschel

BUCKMAN ADVISORY GROUP LLC

w long branch, NJ

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CRD#: 2104720

Professional summary

Matthew Witschel is a registered financial advisor currently at BUCKMAN ADVISORY GROUP LLC located in W Long Branch, New Jersey and BUCKMAN, BUCKMAN & REID, INC. located in Little Silver, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Matthew has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Hudson Edge Investment Partners , WORKING AS A MUTAL FUND WHOLESALER. 160 HOURS A MONTH. LOCATED AT 525 WASHINGTON BLVD #2000, JERSEY CITY NJ 07310-1636. STARTED 11/02/2009 - PRESENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Witschel's CRS (Customer Relationship Summary).

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

March 4, 2011 - Present

BUCKMAN ADVISORY GROUP LLC

RIA

CRD#: 131688

w long branch, NJ

Current

January 5, 2011 - Present

BUCKMAN, BUCKMAN & REID, INC.

Office #1: 44 Church St., Little Silver, NJ 07739

CRD#: 23407

Little Silver, NJ

Past

December 15, 2008 - November 1, 2010

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

BOSTON, MA

Past

October 28, 2004 - April 27, 2009

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

NEW YORK, NY

Past

October 4, 1995 - October 18, 2004

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NASHVILLE, TN

Past

March 8, 1993 - September 8, 1994

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

November 30, 1990 - January 22, 1993

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BUCKMAN ADVISORY GROUP LLC

CRD#: 131688 / SEC#: 801-63540

RIA

Registered Investment Advisory firm - (9/24/2004 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

California
(10/20/2015)

Colorado
(1/22/2025)

Florida
(11/22/2021)

New Jersey
(1/5/2011)

IAR

New Jersey
(3/4/2011)

New York
(1/5/2011)

North Carolina
(2/22/2024)

Pennsylvania
(5/16/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/12/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/12/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/27/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 10/20/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/1/2003

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

BUCKMAN ADVISORY GROUP LLC

CRD#: 131688 / SEC#: 801-63540

RIA

Registered Investment Advisory firm - (9/24/2004 Approved)

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Contact information

Main Address

44 Church Street, Little Silver, NJ 07739

Mailing Address

Phone number

(732) 530-0303

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEC FORM ADV PART 2A DISCLOSURE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	834
AUM (Assets Under Management)	$ 236,142,403

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/30/2025	Cover Page	Report
11/20/2024	Cover Page	Report
03/04/2024	Cover Page	Report
07/05/2022	Cover Page	Report

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.

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Matthew Witschel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Witschel's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUCKMAN, BUCKMAN & REID, INC.

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

ALLIANCEBERNSTEIN INVESTMENTS, INC.

TUCKER ANTHONY INCORPORATED

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

BUCKMAN ADVISORY GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2008

Series 63

Date: 3/12/2004

SIE

Date: 10/1/2018

Series 7

Date: 11/27/1990

Series 51

Date: 10/20/2003

Series 24

Date: 4/1/2003

FINRA

Nasdaq Stock Market

Current Firm

BUCKMAN ADVISORY GROUP LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BUCKMAN ADVISORY GROUP LLC

TRUST BUT VERIFY

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