Gregory Bavedas
Gregory Bavedas is a registered investment advisor at Constitution Investment Advisory and Portfolio Management, based in Shelton, CT, with 15 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 180 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CIAPM's wealth management fees are based on the value of your portfolio and are paid quarterly. The annual fee ranges from 0.50% to 1.40% depending on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
Location
2 Trap Falls Road, Suite 504, Shelton, CT, 06484
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gregory has 50% ownership in Farifield Brothers LLC since 2012. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Constitution Investment Advisory and Portfolio Management
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker INC
Constitution Capital CORP.
Constitution Capital CORP.Broker
State Registrations1 state
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