Gregory Bavedas
CRD Number: 4513282Current Firm: Constitution Investment Advisory And Portfolio Management
Gregory Bavedas (CRD# 4513282) is an Investment Advisor Representative working at Constitution Investment Advisory And Portfolio Management in Shelton, CT and has over 21 years of experience in the finance industry.
CRD# 4188944
O'shaughnessy Asset Management, LLC
CRD# 1110398
New Edge Wealth
CRD# 3063448
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Constitution Capital LLC | Shelton, CT | Oct 2020 - Current | 3 |
| Wells Fargo Clearing Services LLC | Westport, CT | Aug 2018 - Oct 2020 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, CT | Jul 2017 - Aug 2018 | 1 |
| Fairfield Country Day School | Fairfield, CT | Jan 2010 - Aug 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2002 |
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- CT
-
Total Assets Under Management200MILLIONS
-
Total Number of Accounts239ACCOUNTS
-
Average Account Value$836,587
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, MA, NH, NY
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