MB
Michelle M. Buckley
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CRD#: 5293923
MB
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.
Michelle Marie Buckley was a registered financial professional .
Michelle is a previously registered financial professional and started their career in finance in 2012. Michelle had worked at 6 firms and has passed the Series 66, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
*The Sage School (Independent K-8 Private School); 171 Mechanic Street, Foxborough, MA 02035; Trustee, 01/2022, <5hrs/mo, <1hr during trading hours - I serve on the general Board of Trustees, as well as on the finance and strategic planning committees. The school does not currently have an endowment, but as a member of the finance committee, I offer investment advice on cash management. *SouthCoast Community Foundation (Foundation for economic empowerment); 128 Union Street, #403, New Bedford, MA, 02740; Investment Committee Member, 09/2017, <5hrs/qt, 1hr during trading hours/qt - As a member of the investment committee, I help oversee the foundation's assets and participate in asset allocation and manager selection decisions with the organization's OCIO. *Derby Academy (Independent PK-8 Private School); 56 Burditt Avenue, Hingham, MA 02043; Council Member, 09/2017, <5hrs/yr, none during trading hours - As a member of the Derby Council, I help fundraise and review strategic initiatives, including investment decisions related to the endowment. *Workforce Reporting Consortium/WoRC (Non-profit focused on developing transparent standards for human capital measurement); 9109 Tweed Berwick Drive, Austin, TX 78750; Director, 09/2021, <5hrs/wk; <1hr during trading hours - As a member of the Board of Directors, I advise on the project's strategic vision as well as help message the research use case of these standards for investment professionals.
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®
NoneExperience
Past
May 8, 2024 - July 3, 2025
TELSEY CONSUMER FUND MANAGEMENT LP
RIA
CRD#: 312514
Hingham, MA
Past
February 2, 2021 - March 23, 2021
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
RIA
CRD#: 137342
BOSTON, MA
Past
October 4, 2016 - August 28, 2020
BALDWIN WEALTH PARTNERS, LLC
RIA
CRD#: 105343
MARION, MA
Past
May 9, 2016 - May 13, 2016
TD PRIVATE CLIENT WEALTH LLC
RIA
CRD#: 164484
BOSTON, MA
Past
April 27, 2016 - August 11, 2016
F L PUTNAM INVESTMENT MANAGEMENT CO.
RIA
CRD#: 106223
WELLESLEY, MA
Past
February 20, 2012 - July 26, 2012
MORGAN STANLEY
RIA
CRD#: 149777
NORWELL, MA
Past
January 13, 2012 - July 26, 2012
MORGAN STANLEY
BD
CRD#: 149777
NORWELL, MA
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".
TC
TELSEY CONSUMER FUND MANAGEMENT LP
TELSEY CONSUMER FUND MANAGEMENT LP
CRD#: 312514 / SEC#: 801-122814
RIA
Registered Investment Advisory firm - (1/4/2022 Approved)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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TC
TELSEY CONSUMER FUND MANAGEMENT LP
TELSEY CONSUMER FUND MANAGEMENT LP
CRD#: 312514 / SEC#: 801-122814
RIA
Registered Investment Advisory firm - (1/4/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
555 Fifth Avenue 7th Floor, New York, NY 10017
Mailing Address
Phone number
(212) 973-9700
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 41,500,000 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| New York | ERA - Withdrawn | 11/4/2021 |
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.
