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CRD 131688
LITTLE SILVER, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STEVEN ANTHONY TRUSSO | n/a | buffalo, NY | LITTLE SILVER, NJ | 21 | 34 | n/a | yes |
| ALFRED BANDEIRA VELOSO | n/a | LITTLE SILVER, NJ | 21 | 45 | n/a | yes |
| MATTHEW WITSCHEL | n/a | LITTLE SILVER, NJ | w long branch, NJ | 15 | 22 | 1 | yes |
| JEFFREY ANTHONY WYRWA | Chartered Financial Consultant | LITTLE SILVER, NJ | 13 | 19 | n/a | yes |
| HARRY JOHN BUCKMAN | n/a | LITTLE SILVER, NJ | 13 | 34 | n/a | yes |
| SEAN TODD STEIN | n/a | LITTLE SILVER, NJ | Boca Raton, FL | 9 | 29 | 4 | yes |
| JUSTIN MICA STERN | Certified Financial Planner | LITTLE SILVER, NJ | BOCA RATON, FL | 7 | 18 | 3 | yes |
| MARK LAURENCE GUARINO | n/a | LITTLE SILVER, NJ | 5 | 41 | 1 | yes |
| BRENT JASON GRENINGER | n/a | north palm beach, FL | 4 | 16 | 3 | yes |
| PATRICK PAUL APPELLO | n/a | LITTLE SILVER, NJ | 2 | 41 | 1 | yes |
| SCOTT DAVID FURMAN | n/a | no. palm beach, FL | 1 | 30 | n/a | yes |
| WENDY BETH ADLER | Certified Financial Planner | LITTLE SILVER, NJ | North Palm Beach, FL | Grass Valley, CA | 1 | 19 | 5 | yes |
| DEBORAH JOAN PAULHUS | n/a | ny, NY | 0 | 37 | n/a | yes |
| EDWARD EDGAR BAO | Certified Financial Planner | LITTLE SILVER, NJ | 0 | 17 | 4 | yes |
| QUINCY ADAMS SHAW MCKEAN | n/a | LITTLE SILVER, NJ | 0 | 36 | n/a | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BUCKMAN, HARRY, JOHN | MANAGING MEMBER | C | yes | 05/2004 | Mar 1, 2012 | Oct 28, 2024 |
| BUCKMAN, H, JOHN | Owner | C | no | 01/2014 | Mar 21, 2014 | Oct 28, 2024 |
| BUCKMAN, THOMAS, PAUL | Owner | C | no | 01/2014 | Mar 21, 2014 | Oct 28, 2024 |
| PANNO, RICHARD, ANTHONY | Cco | Na | no | 05/2017 | Jun 16, 2022 | Oct 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BUCKMAN, BUCKMAN & REID, INC. | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NORTH PALM BEACH | FL | United States | 5 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 7, 2026 | $277M | $277M | 15 | 15 | 1 | n/a | n/a |
| 2024 | Mar 31, 2025 | $236M | $236M | 13 | 13 | 1 | n/a | n/a |
| 2023 | Apr 4, 2024 | $212M | $202M | 13 | 13 | 1 | n/a | n/a |
| 2022 | Apr 3, 2023 | $204M | $204M | 17 | 16 | 1 | n/a | n/a |
| 2021 | Jun 16, 2022 | $215M | $215M | 20 | 20 | 1 | n/a | n/a |
| 2020 | Jun 22, 2021 | $228M | $228M | 21 | 21 | 1 | n/a | n/a |
| 2018 | Aug 8, 2019 | $155M | $154M | 21 | 21 | 1 | n/a | n/a |
| 2017 | Jun 8, 2018 | $168M | $168M | 20 | 20 | 1 | n/a | n/a |
| 2016 | Mar 22, 2017 | $178M | $178M | 23 | 23 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $187M | $2.7M | 40 | 35 | n/a | n/a | n/a |
| 2014 | Feb 21, 2015 | $230M | $230M | 40 | 35 | n/a | n/a | n/a |
| 2013 | Mar 21, 2014 | $225M | $200M | 40 | 35 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $141M | $141M | 40 | 35 | n/a | n/a | n/a |
| 2011 | Mar 1, 2012 | $150M | $150M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $277M | $236M | 17.4% | $204M | 10.8% | 15 | 13 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PRIVATE PORTFOLIO PARTNERS, LLC | 2 | Dec 2, 2021 | Dec 10, 2021 | LITTLE SILVER, NJ | Team lift out | RIA to RIA | 18.2% |