Alfred B. Veloso

BUCKMAN ADVISORY GROUP LLC

Little Silver, NJ 07739

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CRD#: 454069

Professional summary

Alfred Bandeira Veloso, who also goes by Alfred B Veloso, is a registered financial advisor currently at BUCKMAN ADVISORY GROUP LLC located in Little Silver, New Jersey and BUCKMAN, BUCKMAN & REID, INC. located in Little Silver, New Jersey.

Alfred is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. Alfred has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, SIE, PC and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alfred B Veloso

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) - RIA

Click below to view Alfred Bandeira Veloso'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

April 26, 2005 - Present

BUCKMAN ADVISORY GROUP LLC

Office #1: 44 Church Street, Little Silver, NJ 07739

RIA

CRD#: 131688

Little Silver, NJ

Current

July 17, 1998 - Present

BUCKMAN, BUCKMAN & REID, INC.

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

CRD#: 23407

Little Silver, NJ

Past

May 19, 1989 - July 10, 1998

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

April 12, 1984 - May 11, 1989

D. H. BLAIR & CO., INC.

CRD#: 6833

Past

December 17, 1981 - April 2, 1984

TUCKER ANTHONY INCORPORATED

CRD#: 837

Past

August 19, 1980 - December 26, 1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

January 31, 1980 - July 16, 1980

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

January 2, 1980 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

CRD#: 640

Past

November 17, 1972 - January 31, 1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

CRD#: 6361

Past

August 20, 1972 - November 17, 1972

EASTMAN DILLON, UNION SECURITIES & CO., INCORPORATED

CRD#: 243

Past

September 11, 1970 - August 20, 1972

HAYDEN STONE INC.

CRD#: 972

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

New Jersey
(8/10/1998)

IAR

New Jersey
(4/26/2005)

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: 10/4/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/21/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

PC

Date: 7/18/1980

AMEX Put and Call Exam

General Industry/Product Exam

Series 1

Date: 11/20/1967

Registered Representative 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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Alfred B. Veloso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred Bandeira Veloso's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUCKMAN, BUCKMAN & REID, INC.

TUCKER ANTHONY INCORPORATED

D. H. BLAIR & CO., INC.

TUCKER ANTHONY INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BLYTH EASTMAN DILLON & CO. INCORPORATED

EASTMAN DILLON, UNION SECURITIES & CO., INCORPORATED

HAYDEN STONE INC.

Primary Firm SEC Registration

BUCKMAN ADVISORY GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/1994

Series 63

Date: 1/21/1981

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

PC

Date: 7/18/1980

Series 1

Date: 11/20/1967

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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