Buell Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$0 - $500,000: 2.5% $500,001 - $2,500,000: 2.0% $2,500,001+: 1.5%
$200 per hour for Financial Planning
Account minimum: $50,000 Fee-only: Financial Planning: $200 per hour
Main office
200 Glastonbury Blvd 1st Fl
Glastonbury CT 06033
Advisors at this office
4
Most active in
Connecticut
Also doing business as
Buell Investment Advisors · Buell Investment Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Daniel R
Series 63
Glastonbury, CT
Buell Investment Advisors
Daniel Remigino Sr. is a financial advisor at Buell Investment Advisors with 49 years of industry experience. He holds a Series 63 designation and has worked at Buell Securities Corp since 2015. He has been affiliated with LPL Financial since 2026. Buell Investment Advisors provides financial planning and portfolio management services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, managing many accounts on a non-discretionary basis while offering discretionary authority in certain cases.
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.
Christopher B
Series 63
Glastonbury, CT
Buell Investment Advisors
Christopher Berris is a financial advisor at Buell Investment Advisors with 40 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial LLC since 2026 and Buell Securities Corp. since 1992. In addition to his advisory role, he is an officer and partner at Buell Investment Advisors and a partner at Ideal Team Ventures, a private equity firm. 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 using fundamental and technical analysis, offering both discretionary and non-discretionary managed accounts primarily held at independent custodians.
Gregory M
Series 63, Series 65
Glastonbury, CT
Buell Investment Advisors
Gregory Macko is a financial advisor at Buell Investment Advisors with 33 years of industry experience. His career includes roles at Merrill, Bank of America, Buell Securities, and LPL Financial. He holds Series 63 and Series 65 licenses. Buell Investment Advisors provides financial planning and portfolio management services 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, offering primarily non-discretionary managed accounts with some discretionary authority in specific cases.
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