Managing Member / Senior Vice President, Managing Director, and Chief Compliance Officer · Constitution Investment Advisory and Portfolio Management
Gregory J. Bavedas
CRD 4513282 · Named on Form ADV at one SEC-registered adviser
At a glance
Constitution Investment Advisory and Portfolio Management, an SEC-registered wealth manager based in Shelton, CT with $241 million in regulatory assets, lists Gregory J. Bavedas on its Form ADV as Managing Member / Senior Vice President, Managing Director, and Chief Compliance Officer, a control person.
Firms and roles
- Constitution Investment Advisory and Portfolio ManagementManaging Member / Senior Vice President, Managing Director, and Chief Compliance OfficerWealth manager · Shelton, CT · $241M in regulatory assets
AtlasMembers
Gregory’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Anthony J. BavedasManaging Member / President and Senior Portfolio Manager, Constitution Investment Advisory and Portfolio Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.