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Zachary Charles Buckley

BUCKLEY CAPITAL ADVISORS, LLC·MIAMI BEACH, Florida
Series 65Clean record13 years registeredBUCKLEY CAPITAL ADVISORS, LLC
1111 LINCOLN ROAD, SUITE 610, MIAMI BEACH, FL 33139CRD# 6106728Firm CRD# 268818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Charles Buckley · MIAMI BEACH, FL
Registration
CRD #6106728 · BUCKLEY CAPITAL ADVISORS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

BUCKLEY CAPITAL ADVISORS, LLC
Nov 2015 – present
FORTRESS CAPITAL MANAGEMENT, INC.
Jan 2013 – Oct 2016
MIAMI BEACH, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 22, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BUCKLEY CAPITAL ADVISORS, LLC
CRD 268818 · SEC 801-110484
AUM
$133M
Regulatory assets under management
Employees
3
15 client accounts
Services offered by BUCKLEY CAPITAL ADVISORS, 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 BUCKLEY CAPITAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Zachary Charles Buckley offer?
Zachary Charles Buckley specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Zachary Charles Buckley's credentials?
Zachary Charles Buckley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Charles Buckley located?
Zachary Charles Buckley is based in MIAMI BEACH, Florida, working with BUCKLEY CAPITAL ADVISORS, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Zachary Charles Buckley charge for services?
Zachary Charles Buckley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUCKLEY CAPITAL ADVISORS, LLC?
BUCKLEY CAPITAL ADVISORS, LLC has approximately 3 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kenneth Edward Walsh
MIAMI BEACH, FL

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