Buckram Securities Ltd

Peter Debuona is a financial advisor with Buckram Securities Ltd in Locust Valley, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Buckram Securities since 2003. Buckram Securities Ltd primarily serves individual clients, including high net worth individuals, IRAs, SEP accounts, self-employed 401(k) plans, and trusts, managing approximately $92.7 million across 133 accounts. The firm provides discretionary portfolio management through its Buckram Wealth Management wrap fee program, using fundamental and technical analysis alongside third-party research to tailor equity, balanced, and fixed-income portfolios to client goals and risk tolerance.

Robert Schaefer is a financial advisor at Buckram Securities Ltd with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nine years. Outside of his advisory role, Schaefer serves as an officer at the Northampton Colony Yacht Club, a community organization in Sag Harbor, NY. Buckram Securities Ltd primarily serves individual clients, including high net worth individuals, as well as various retirement and trust accounts. The firm provides discretionary portfolio management using fundamental and technical analysis along with third-party research, offering tailored equity, balanced, and fixed-income portfolios through its Buckram Wealth Management wrap fee program.

Eric Filippone is a financial advisor at Buckram Securities Ltd with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Buckram Securities since 2016, following a brief tenure at MetLife Securities, Inc. Outside of his advisory work, he operates E Filippone LLC, which provides personal training lessons. Buckram Securities Ltd primarily serves individual clients, including high net worth individuals, as well as IRAs, SEP accounts, self-employed 401(k) plans, and trusts. The firm manages approximately $92.7 million across 133 accounts, offering discretionary portfolio management through its Buckram Wealth Management wrap fee program alongside traditional brokerage and insurance products.