GM
Gregory C. Macko
BUELL INVESTMENT ADVISORS
Glastonbury, CT 06033
Some features on this profile are disabled
CRD#: 2367315
GM
Professional summary
Gregory Carleton Macko, who also goes by Gregory Carleston Macko, Gregory Macko, is a registered financial advisor currently at BUELL INVESTMENT ADVISORS located in Glastonbury, Connecticut and BUELL SECURITIES CORP. located in Glastonbury, Connecticut.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Gregory has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory Carleston Macko | Gregory Macko
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.
I*5230
Name of outside business organization: Rental Property
Address of business:
Summerville, South Carolina, 29485
Nature of business: N
Start date of relationship: 9/30/2017
Number of hours devoted: 0 hour(s)
Number of hours devoted during trading hours: 0
I*5231
Name of outside business organization: Rental Property
Address of business:
North Charleston, South Carolina, 29420
Nature of business: N
Start date of relationship: 4/10/012
Number of hours devoted: 0 hour(s)
Number of hours devoted during trading hours: 0
I*5232
Name of outside business organization: Rental Property
Address of business:
North Charleston, South Carolina, 29420
Nature of business: N
Start date of relationship: 4/10/2014
Number of hours devoted: 0 hour(s)
Number of hours devoted during trading hours: 0
I*5233
Name of outside business organization: Rental Property
Address of business:
North Charleston, South Carolina, 29420
Nature of business: N
Start date of relationship: 5/20/2015
Number of hours devoted: 0 hour(s)
Number of hours devoted during trading hours: 0
I created GCM Investment Advisors LLC solely for tax purposes. I work aprox 40 hrs per week in this capacity and I am registered with Buell Investment Advisors
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Carleton Macko'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®
NoneExperience
Current
December 3, 2018 - Present
BUELL INVESTMENT ADVISORS
Office #1: 200 Glastonbury Blvd 1st Fl, Glastonbury, CT 06033RIA
CRD#: 173423
Glastonbury, CT
Current
July 6, 2018 - Present
BUELL SECURITIES CORP.
Office #1: 200 Glastonbury Boulevard Suite 102, Glastonbury, CT 06033Office #2: 200 Glastonbury Boulevard Suite 102, Glastonbury, CT 06033BD
CRD#: 1342
Glastonbury, CT
Past
January 13, 1994 - July 23, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WEST HARTFORD, CT
Past
August 13, 1993 - July 23, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WEST HARTFORD, CT
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.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
California(7/6/2018)
RR
Colorado(7/13/2018)
RR
Connecticut(7/6/2018)
IAR
Connecticut(12/3/2018)
RR
Delaware(11/1/2018)
RR
Florida(7/16/2018)
RR
Illinois(7/6/2018)
RR
Massachusetts(7/10/2018)
RR
Nevada(8/6/2018)
RR
New Hampshire(7/11/2018)
RR
New Jersey(7/13/2018)
RR
New Mexico(7/13/2018)
RR
New York(7/17/2018)
RR
Ohio(7/6/2018)
RR
Pennsylvania(7/9/2018)
RR
Rhode Island(7/10/2018)
RR
South Carolina(7/11/2018)
RR
Vermont(7/17/2018)
RR
Virginia(7/6/2018)
RR
Washington(7/23/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BI
BUELL INVESTMENT ADVISORS
BUELL INVESTMENT ADVISORS | BUELL INVESTMENT ADVISORS LLC
CRD#: 173423 / SEC#:
Connecticut
Registered Investment Advisory firm - (7/14/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Glastonbury Blvd 1st Fl, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 657-1700
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 35,152,939 |
Red Flags
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