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Daniel Remigino

49 Years of Experience
Glastonbury, CT
Broker

Daniel Remigino is a registered investment advisor at Buell Investment Advisors, based in Glastonbury, CT, with 49 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 106 clients with $35M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
106 clients
Average Client Portfolio
$332K average
Assets Under Management
$35.2M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $2.5M2.00%
$2.5M+1.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Glastonbury Blvd 1st Fl, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Daniel is registered with Buell Investment Advisors, an affiliate of Buell Securities, since 2015.

Employment History
Current Registrations
Buell Investment Advisors
July 2015 - Present · 10 yrs 10 mos
Buell Securities CORP.Broker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Janney Montgomery Scott LLC
February 1997 - March 2015 · 18 yrs 1 mo
Janney Montgomery Scott LLCBroker
January 1997 - March 2015 · 18 yrs 2 mos
Shearson Lehman Hutton INC.Broker
February 1988 - March 1988 · 1 mo
Dean Witter Reynolds INC.Broker
February 1988 - January 1997 · 8 yrs 11 mos
E. F. Hutton & Company INCBroker
September 1983 - February 1988 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - October 1983 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
June 1977 - September 1978 · 1 yr 3 mos
Advest, INC.Broker
January 1977 - July 1977 · 6 mos
State Registrations15 states
AZCACOCTDEFLILMANJNVNYOHPARIVA
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.