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- Custodian
- Merrill Lynch ยท Raymond James
- Clients
- Retail
- Platforms
- Quantum
- Established Date
- 07-14-2015
- Office Locations
- 1
Office Locations
About Buell Investment Advisors
Buell Securities (Buell Investment Advisors) is a Glastonbury, CT-based advisory firm serving retail investors, with roots dating to 1921. The team provides asset management and financial planning, including portfolio construction, tax planning, and insurance planning. Portfolios emphasize diversified allocation using ETFs and mutual funds, with exposure to fixed income and real estate; relationships include custodians such as Merrill Lynch and Raymond James.
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Investment Themes
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Owner & Executives
CHRISTOPHER D BERRIS
Managing Member
- CRD
- #1448682
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GREGORY CARLETON MACKO
--
- CRD
- #2367315
GEORGE WALTER MILLER JR
--
- CRD
- #601263
Delta zenith
Glacier element vector
- CRD
- #68301
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,065,042 | -- |
| Non-Discretionary | $34,087,897 | -- |
| Total | $35,152,939 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,152,939
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,650,082,104 | 27.3% |
| Equity - Exchange | $809,930,410 | 13.4% |
| Cash | $1,335,780,751 | 22.1% |
| U.S. Government/Agency | $2,248,463,526 | 37.2% |
| Total | $6,044,256,791 | 100.0% |