ZB
Zachary C. Buckley
BUCKLEY CAPITAL ADVISORS
MIAMI BEACH, FL 33139
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CRD#: 6106728
ZB
Professional summary
Zachary Charles Buckley, who also goes by Zachary C Buckley, Zack C Buckley, Zack Buckley, is a registered financial advisor currently at BUCKLEY CAPITAL ADVISORS, LLC located in Miami Beach, Florida.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Zachary has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zachary C Buckley | Zack C Buckley | Zack Buckley
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.
MR. BUCKLEY IS A MANAGING MEMBER OF BOTH BUCKLEY CAPITAL MANAGEMENT, LLC AND BUCKLEY CAPITAL ADVISORS, LLC, BOTH OF WHICH ARE INVESTMENT RELATED ENTITIES WHICH SERVE AS THE GENERAL PARTNER AND INVESTMENT ADVISOR, RESPECTIVELY, OF BUCKLEY CAPITAL PARTNERS, LP, A PRIVATE POOLED INVESTMENT VEHICLE (COLLECTIVELY, THE "BUCKLEY ENTITIES"). THE ADDRESS OF THE BUCKLEY ENTITIES IS 890 W. Hillside Steamboat Springs, CO 80487 THE BUCKLEY ENTITIES, 50 OF WHICH HOURS OCCUR DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Charles Buckley'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
November 24, 2015 - Present
BUCKLEY CAPITAL ADVISORS, LLC
Office #1: 1111 Lincoln Road, Suite 610, Miami Beach, FL 33139RIA
CRD#: 268818
MIAMI BEACH, FL
Past
January 22, 2013 - October 3, 2016
FORTRESS CAPITAL MANAGEMENT, INC.
RIA
CRD#: 141545
MIAMI BEACH, FL
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".
BC
BUCKLEY CAPITAL ADVISORS, LLC
BUCKLEY CAPITAL ADVISORS, LLC | BUCKLEY CAPITAL MANAGEMENT, INC | BUCKLEY CAPITAL MANAGEMENT
CRD#: 268818 / SEC#: 801-110484
RIA
Registered Investment Advisory firm - (5/18/2017 Approved)Colorado
Registered Investment Advisory firm - (6/1/2017 Terminated)Florida
Registered Investment Advisory firm - (5/26/2017 Terminated)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.Highlighted states indicate IAR registrations
IAR
Florida(11/24/2015)
IAR
Puerto Rico(3/5/2021)
Current Firm
BC
BUCKLEY CAPITAL ADVISORS, LLC
BUCKLEY CAPITAL ADVISORS, LLC | BUCKLEY CAPITAL MANAGEMENT, INC | BUCKLEY CAPITAL MANAGEMENT
CRD#: 268818 / SEC#: 801-110484
RIA
Registered Investment Advisory firm - (5/18/2017 Approved)Colorado
Registered Investment Advisory firm - (6/1/2017 Terminated)Florida
Registered Investment Advisory firm - (5/26/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1111 Lincoln Road, Suite 610, Miami Beach, FL 33139
Mailing Address
Phone number
(347) 292-9957
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 147,381,724 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BUCKLEY CAPITAL ADVISORS, LLC
CRD#: 268818Miami Beach, FL 33139TRUST BUT VERIFY
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