Unclaimed Profile

Michelle Marie Buckley

GRACE CAPITAL·QUINCY, Massachusetts

Series 7, Series 31, Series 66Clean record14 years registeredGRACE CAPITAL

400 CROWN COLONY DRIVE, QUINCY, MA 02169CRD# 5293923Firm CRD# 139771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Marie Buckley · QUINCY, MA

Registration

CRD #5293923 · GRACE CAPITAL · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRACE CAPITAL

TELSEY CONSUMER FUND MANAGEMENT LP

May 2024 – Jul 2025

Hingham, MA

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

Feb 2021 – Mar 2021

BOSTON, MA

BALDWIN BROTHERS LLC

Oct 2016 – Aug 2020

MARION, MA

TD PRIVATE CLIENT WEALTH LLC

May 2016 – May 2016

BOSTON, MA

F L PUTNAM INVESTMENT MANAGEMENT CO.

Apr 2016 – Aug 2016

WELLESLEY, MA

MORGAN STANLEY SMITH BARNEY LLC

Feb 2012 – Jul 2012

NORWELL, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · February 20, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRACE CAPITAL

CRD 139771 · SEC 801-67731

AUM

$203M

Regulatory assets under management

Employees

49 client accounts

Services offered by GRACE CAPITAL

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GRACE CAPITAL →

Introduction

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Frequently Asked Questions

What services does Michelle Marie Buckley offer?

Michelle Marie Buckley specializes in Investment Management.

What are Michelle Marie Buckley's credentials?

Michelle Marie Buckley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Marie Buckley located?

Michelle Marie Buckley is based in QUINCY, Massachusetts, last registered with GRACE CAPITAL.

How does Michelle Marie Buckley charge for services?

Michelle Marie Buckley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRACE CAPITAL?

GRACE CAPITAL has approximately 4 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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