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Stephanie Charlene Bucko

CBT CAPITAL, LLC·DENVER, Colorado
Clean recordCBT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephanie Charlene Bucko is a registered financial advisor based in DENVER, Colorado, affiliated with CBT CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BLACK SWIFT GROUP, LLC
BLACK SWIFT GROUP, LLC
AUM
$468M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BLACK SWIFT GROUP, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5204309
Firm CRD# 286084
View on FINRA BrokerCheck →

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

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Research
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