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Stephanie Charlene Bucko

CBT CAPITAL, LLC·DENVER, Colorado
Clean record9 years registeredCBT CAPITAL, LLC
1899 WYNKOOP STREET, DENVER, CO 80202CRD# 5204309Firm CRD# 286084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie Charlene Bucko · DENVER, CO
Registration
CRD #5204309 · CBT CAPITAL, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

MANA FINANCIAL LIFE DESIGN
Aug 2018 – present
FINWELL, INC.
Jan 2018 – Aug 2018
ENCINO, CA
BLACK SWIFT GROUP, LLC
Feb 2017 – Jul 2017
DENVER, CO
02

Registrations & Exams

Registration record
First registered · February 14, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLACK SWIFT GROUP, LLC
CRD 286084 · SEC 801-108740
AUM
$468M
Regulatory assets under management
Employees
12
338 client accounts
Services offered by BLACK SWIFT GROUP, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at BLACK SWIFT GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Stephanie Charlene Bucko offer?
Stephanie Charlene Bucko specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Stephanie Charlene Bucko's credentials?
Stephanie Charlene Bucko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Charlene Bucko located?
Stephanie Charlene Bucko is based in DENVER, Colorado, working with CBT CAPITAL, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Stephanie Charlene Bucko charge for services?
Stephanie Charlene Bucko's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CBT CAPITAL, LLC?
CBT CAPITAL, LLC has approximately 12 employees and manages $468M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CBT CAPITAL, LLC

Linda Jo Casals
BOULDER, CO
Gregory Joel Casals
BOULDER, CO
Jeffrey Wayne Bertoni
DENVER, CO

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