BI
Buell Investment Advisors Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 173423
· Glastonbury, CT
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ADV data as of Jul 08, 2024
- Regulatory AUM
- $35.2M
- Discretionary
- $1.1M
- Clients
- 106
- Avg AUM / client
- $332K
- Accounts
- 106
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $3.8M | 10.9% |
| High net worth individuals | 86 | $31.3M | 89.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher D Berris | Registered representative | Jul 2015 (11y) | ||
| Daniel Stephen Remigino | Registered representative | Jul 2015 (11y) | ||
| Gregory Carleton Macko | Registered representative | Dec 2018 (8y) | ||
| George Walter Miller | Registered representative | Aug 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2024 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $35.2M (100% of AUM) Jul 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2024.
View current Form ADV (SEC/IAPD) ↗