Overview

Assets Under Management: $117 million
Headquarters: LOCUST VALLEY, NY
High-Net-Worth Clients: 34
Average Client Assets: $2.0 million

Frequently Asked Questions

BUCKRAM SECURITIES LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #126976), BUCKRAM SECURITIES LTD is subject to fiduciary duty under federal law.

BUCKRAM SECURITIES LTD is headquartered in LOCUST VALLEY, NY.

BUCKRAM SECURITIES LTD serves 34 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓

According to their SEC Form ADV, BUCKRAM SECURITIES LTD offers portfolio management for individuals. View all service details ↓

BUCKRAM SECURITIES LTD manages $117 million in client assets according to their SEC filing dated February 25, 2026.

According to their SEC Form ADV, BUCKRAM SECURITIES LTD serves high-net-worth individuals. View client details ↓

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.11%
Average Client Assets: $2.0 million
Total Client Accounts: 173
Discretionary Accounts: 173

Regulatory Filings

CRD Number: 126976
Filing ID: 2059470
Last Filing Date: 2026-02-25 11:49:19