Jeremy Buck (CRD# 7651336) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Farmington, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Osaic Fa, Inc.
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance | Berlin, CT | Oct 2022 - Current | 1 |
| Stanley Black & Decker | Towson, MD | Sep 2021 - Oct 2022 | 1 |
| Pratt & Whitney | East Hartford, CT | Aug 2020 - Sep 2021 | 1 |
| Raytheon Technologies Corporation | Farmington, CT | Jul 2018 - Aug 2020 | 2 |
| Raytheon Technologies Corporation | Farmington, CT | Oct 2016 - Jul 2018 | 1 |
| Full-time Education | Farmington, CT | Sep 2010 - May 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CT
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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