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RIA / WealthAdvisor24 years in industry

GREGORY JOHN BAVEDAS

Advisor at CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

SHELTON, CT

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Search this name across graphsid dfx:ria:a571fdc5-8241-fab7-4cd8-ac6ebd521254

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 10, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 17, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S65|S63
First exam: Aug 17, 2002
First registration: Jan 10, 2003
Dual registered: no
Other names: GREGORY JOHN BAVEDAS|GREGORY BAVEDAS
IAPD individual key: 4513282

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT	Independent wealth	Oct 16, 2020	n/a	yes	SHELTON, CT	Current employment
WELLS FARGO ADVISORS	Wirehouse	Sep 19, 2018	Oct 21, 2020	no	WESTPORT, CT	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jul 31, 2018	Aug 30, 2018	no	Prospect, CT	Previous registration
MORGAN STANLEY	Wirehouse	Mar 3, 2010	Sep 13, 2010	no	Westport, CT	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 21, 2006	Apr 10, 2008	no	WESTPORT, CT\|NEW YORK, NY\|WESTPORT, CT	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Feb 7, 2005	Feb 21, 2006	no	WESTPORT, CT	Previous registration
CONSTITUTION CAPITAL CORP.	n/a	Jan 10, 2003	Feb 7, 2005	no	WESTPORT, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT	Oct 21, 2020	Oct 16, 2020	-5	Firm change	Wirehouse to new firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	WELLS FARGO ADVISORS	Aug 30, 2018	Sep 19, 2018	20	Firm change	Ibd to wirehouse
MORGAN STANLEY	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Sep 13, 2010	Jul 31, 2018	2,878	Firm change after gap	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Apr 10, 2008	Mar 3, 2010	692	Firm change after gap	Other
LEGG MASON WOOD WALKER, INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Feb 21, 2006	Feb 21, 2006	0	Bulk transfer	Other
CONSTITUTION CAPITAL CORP.	LEGG MASON WOOD WALKER, INCORPORATED	Feb 7, 2005	Feb 7, 2005	0	Firm change	Other

Relationships

Registered with (7)

→ CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENTRegistered adviserregistration: current employment
Oct 16, 2020 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 19, 2018 to Oct 21, 2020factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jul 31, 2018 to Aug 30, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 3, 2010 to Sep 13, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 21, 2006 to Apr 10, 2008factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Feb 7, 2005 to Feb 21, 2006factForm ADV
→ CONSTITUTION CAPITAL CORP.Registered adviserregistration: previous registration
Jan 10, 2003 to Feb 7, 2005factForm ADV

Dated events

No dated event names this entity yet.