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Buell Investment Advisors

Updated today

Client assets under management

$35,152,939

Clients

106

81% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

27

Very Low

Average account size

$331,632

About

Buell Investment Advisors provides financial planning and portfolio management to a mix of individual clients (including high‑net‑worth individuals) as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm advises on equities, fixed income, mutual funds, ETFs and options and delivers advice through managed accounts held at an independent custodian.

The firm describes an active, risk‑focused investment approach that uses fundamental and technical analysis and may involve short‑term trading to manage volatility. Much of Buell’s managed business is conducted on a non‑discretionary basis—clients are supervised under account programs rather than surrendered to full discretionary trading—though discretionary authority may be accepted in specified cases.

Buell is under common ownership with a registered broker‑dealer, and some advisors are registered representatives who may implement plan recommendations through that broker‑dealer relationship, which can result in both advisory and commissionable activity. The firm also offers wrap fee account programs administered through Raymond James (including advisor‑managed and subadvised wrap structures), a combination of broker‑dealer affiliation and wrap program participation that is less common among similarly sized team firms.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

$0 - $500,000: 2.5% $500,001 - $2,500,000: 2.0% $2,500,001+: 1.5%

Project-based

$200 per hour for Financial Planning

Other

Account minimum: $50,000 Fee-only: Financial Planning: $200 per hour

Main office location

Buell Investment Advisors

200 Glastonbury Blvd 1 St Fl

Glastonbury CT 06033, United States

Number of offices

1

Most active in

Connecticut

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Daniel R

Series 63

Glastonbury, CT

Buell Investment Advisors

Daniel Remigino is a financial advisor with Buell Investment Advisors in Glastonbury, CT, holding a Series 63 designation and bringing 49 years of industry experience. He has been with Buell Securities Corp since 2015. Buell Investment Advisors provides financial planning and portfolio management to individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, with much of its managed business conducted on a non-discretionary basis.

Active portfolio management
user avatar

George M

Series 63

Glastonbury, CT

Buell Investment Advisors

George Miller is a financial advisor at Buell Investment Advisors with 56 years of industry experience. He holds a Series 63 designation and has worked at Buell Securities Corp since 2021 and Coburn & Meredith, Inc. since 1975. Buell Investment Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, offering primarily non-discretionary managed accounts with some discretionary authority accepted in specific cases.

Active portfolio management
user avatar

Christopher B

Series 63

Glastonbury, CT

Buell Investment Advisors

Christopher Berris is a financial advisor with Buell Investment Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Buell Securities Corp. since 1992 and serves as an officer and partner at Buell Investment Advisors. In addition to his advisory role, he is a partner at Ideal Team Ventures, a private equity firm. Buell Investment Advisors provides financial planning and portfolio management to individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis and offers both non-discretionary and discretionary account management.

Active portfolio management
user avatar

Gregory M

Series 63, Series 65

Glastonbury, CT

Buell Investment Advisors

Gregory Macko is a financial advisor at Buell Investment Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill and Bank of America. Macko created GCM Investment Advisors LLC for tax purposes and is registered with Buell Investment Advisors. Buell Investment Advisors provides financial planning and portfolio management services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach utilizing fundamental and technical analysis, with much of its managed business conducted on a non-discretionary basis.

Active portfolio management
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