Jane M. Debuona

BUCKRAM SECURITIES LTD

Locust Valley, NY 11560

Some features on this profile are disabled

CRD#: 5394679

Professional summary

Jane Marie Debuona, who also goes by Jane Marie Marzoli, is a registered financial professional currently at BUCKRAM SECURITIES LTD located in Locust Valley, New York.

Jane is registered as a RR (Registered Representative) and started their career in finance in 2008. Jane has worked at 1 firm and has passed the Series 99TO, SIE and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jane Marie Marzoli

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 Jane Marie Debuona'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

August 11, 2008 - Present

BUCKRAM SECURITIES LTD

Office #1: 168 Forest Avenue Suite 202, Locust Valley, NY 11560

RIA

CRD#: 126976

Locust Valley, 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".

BUCKRAM SECURITIES LTD

CRD#: 126976 / SEC#: 801-110136, 8-65939

RIA

Registered Investment Advisory firm - SEC (3/17/2017 Approved)

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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.

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.

Exams

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 1/2/2023

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 27

Date: 8/9/2008

Financial and Operations Principal Examination

SRO Registrations

FINRA

Current Firm

BUCKRAM SECURITIES LTD

CRD#: 126976 / SEC#: 801-110136, 8-65939

RIA

Registered Investment Advisory firm - SEC (3/17/2017 Approved)

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

168 Forest Avenue Suite 202, Locust Valley, NY 11560

Mailing Address

168 Forest Avenue Suite 202, Locust Valley, NY 11560

Phone number

(516) 759-7400

Established

Delaware since 02/26/2003

Firm type

Other Types of Legal Formation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (7 States and Territories)

FINRA licenses (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

BROCHURE - FORM ADV PART2A (2/26/2025)

WRAP BROCHURE - FORM ADV PART 2A (2/26/2025)

Direct owners and executive officers

Name	Position	CRD#
DEBUONA, PETER PHILIP	PRESIDENT/CCO
DEBUONA, JANE MARIE	FINOP	5394679
FILIPPONE, ERIC MATTHEW	PRINCIPAL
RUTTER, MARIA ANN	PRINCIPAL

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 92,729,815

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.

Similar Advisors

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

IAR

Berkeley heights, NJ

Brian Marchini

LPL ENTERPRISE, LLC

IAR

White Plains, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jane M. Debuona

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jane Marie Debuona's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUCKRAM SECURITIES LTD

Primary Firm SEC Registration

BUCKRAM SECURITIES LTD

State Registrations and Notice Filings

Exams

Series 99TO

Date: 1/2/2023

SIE

Date: 1/2/2023

Series 27

Date: 8/9/2008

FINRA

Current Firm

BUCKRAM SECURITIES LTD

Contact information

SEC notice filing (7 States and Territories)

FINRA licenses (18 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

BUCKRAM SECURITIES LTD

TRUST BUT VERIFY

Similar Advisors