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Patrick Appello

Buckman Advisory Group LLC
38 Years of Experience
Little Silver, NJ
2 DisclosuresBroker
View SEC Summary
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Patrick Appello is a registered investment advisor at Buckman Advisory Group LLC, based in Little Silver, NJ, with 38 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 868 clients with $280M in assets under management.

Buckman Advisory Group LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
868 clients
Average Client Portfolio
$319K average
Assets Under Management
$277.3M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $1.0M1.50%
$1M+1.25%

Fees are negotiable depending on client needs and situation complexity. Actively traded strategies have a separate higher fee schedule (3.00% up to $250k, 2.50% for the next $750k, and 2.00% over $1M). The firm does not household accounts for billing breakpoints.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

44 Church Street, Little Silver, NJ, 07739

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2018
Final
Customer Dispute
January 1994
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Patrick teaches music at Monmouth Conservatory and Georgian Court University. He spends a few hours per week on these activities.

Employment History
Current Registrations
Buckman Advisory Group LLC
April 2024 - Present · 2 yrs 6 mos
Buckman, Buckman & Reid, INC.Broker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Highlander Capital Management LLC
January 2024 - July 2024 · 6 mos
Highlander Capital Group, INC.Broker
May 2003 - September 2023 · 20 yrs 4 mos
Herbert J. Sims & CO. INC.Broker
February 2002 - May 2003 · 1 yr 3 mos
Fia Capital Group, INC.Broker
February 1996 - February 2002 · 6 yrs
Kenneth, Jerome & Co.,inc.Broker
March 1993 - February 1996 · 2 yrs 11 mos
Halpert and Company, INC.Broker
March 1990 - March 1993 · 3 yrs
Marketing One Securities, INC.Broker
July 1988 - September 1988 · 2 mos
Janney Montgomery Scott INC.Broker
November 1985 - July 1987 · 1 yr 8 mos
Thomson Mckinnon Securities INC.Broker
September 1985 - October 1985 · 1 mo
Mclaughlin, Piven, Vogel INC.Broker
June 1985 - September 1985 · 3 mos
First Jersey Securities, INC.Broker
May 1985 - June 1985 · 1 mo
State Registrations3 states
CONJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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