Jeffrey A. Wyrwa

BUCKMAN ADVISORY GROUP LLC

Little Silver, NJ 07739

Some features on this profile are disabled

CRD#: 5406289

Professional summary

Jeffrey Anthony Wyrwa 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.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jeffrey has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Anthony Wyrwa'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 4, 2013 - Present

BUCKMAN ADVISORY GROUP LLC

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

RIA

CRD#: 131688

Little Silver, NJ

Current

September 3, 2007 - Present

BUCKMAN, BUCKMAN & REID, INC.

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

CRD#: 23407

Little Silver, NJ

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
(7/23/2019)

Connecticut
(1/2/2024)

Delaware
(1/2/2024)

Florida
(11/18/2021)

Georgia
(2/19/2025)

Maine
(1/2/2024)

Maryland
(1/2/2024)

Massachusetts
(1/5/2017)

Michigan
(1/2/2024)

Minnesota
(1/2/2024)

New Jersey
(9/3/2007)

IAR

New Jersey
(4/4/2013)

New Mexico
(4/1/2025)

New York
(9/19/2007)

North Carolina
(1/2/2024)

Pennsylvania
(11/18/2021)

South Carolina
(1/2/2024)

Tennessee
(2/19/2025)

Texas
(1/2/2024)

Utah
(2/19/2025)

Vermont
(12/19/2008)

Virginia
(1/2/2024)

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: 9/24/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/2007

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: 8/31/2007

General Securities 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)

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

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.

Similar Advisors

Stephen Stewart

CHELSEA ADVISORY SERVICES, INC

IAR

South Ozone Park, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey A. Wyrwa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Anthony Wyrwa's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUCKMAN, BUCKMAN & REID, INC.

Primary Firm SEC Registration

BUCKMAN ADVISORY GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2012

Series 63

Date: 9/15/2007

SIE

Date: 10/1/2018

Series 7

Date: 8/31/2007

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

Similar Advisors