Steven A. Trusso
Professional summary
Steven Anthony Trusso is a registered financial advisor currently at BUCKMAN ADVISORY GROUP LLC located in Buffalo, New York and BUCKMAN, BUCKMAN & REID, INC. located in Little Silver, New Jersey.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1977. Steven has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Anthony Trusso's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2005 - Present
BUCKMAN ADVISORY GROUP LLC
October 13, 1998 - Present
BUCKMAN, BUCKMAN & REID, INC.
Office #1: 44 Church St., Little Silver, NJ 07739September 18, 1998 - September 25, 1998
BUCKMAN, BUCKMAN & REID, INC.
September 19, 1990 - September 15, 1998
H.J. MEYERS & CO., INC.
April 13, 1989 - September 25, 1990
MLB INVESTMENTS, LTD.
January 5, 1989 - September 13, 1991
MONMOUTH INVESTMENTS, INC.
May 24, 1988 - January 9, 1989
HIBBARD BROWN & CO., INC.
February 2, 1987 - May 31, 1988
SHERWOOD CAPITAL, INC.
June 1, 1977 - January 31, 1987
FIRST JERSEY SECURITIES, INC.
Primary Firm SEC Registration
BUCKMAN ADVISORY GROUP LLC
CRD#: 131688 / SEC#: 801-63540
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/9/2021)
(4/29/2003)
(10/28/1998)
(1/21/1999)
(5/22/2024)
(3/14/2011)
(10/27/1998)
(10/20/1998)
(9/27/2023)
(11/4/1998)
(4/12/2005)
(11/3/1998)
(1/23/2004)
(10/14/1998)
(5/21/2021)
(4/30/2015)
(11/8/2024)
(1/30/2004)
Exams
FINRA
Nasdaq Stock Market
Current Firm
BUCKMAN ADVISORY GROUP LLC
CRD#: 131688 / SEC#: 801-63540
Contact information
SEC notice filing (6 States and Territories)
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 | ||
| 11/20/2024 | ||
| 03/04/2024 | ||
| 07/05/2022 |
Red Flags
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