Constitution Investment Advisory and Portfolio Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Constitution Investment Advisory and Portfolio Management provides discretionary wealth management, investment management, and financial planning to individuals (including high‑net‑worth clients), trusts, estates, corporations, and charitable organizations, overseeing roughly $241 million across about 180 client relationships. Services include customized portfolio construction using ETFs, mutual funds, individual stocks and bonds, and may incorporate covered options, limited partnerships, and other investments where appropriate.
The firm’s investment process is primarily long‑term and combines fundamental and technical analysis with ongoing monitoring, portfolio rebalancing, and client‑specific risk profiling; clients can place reasonable restrictions on holdings. The brochure notes the advisor may implement covered options and other options strategies and use cash positions or shorter‑term trades to meet objectives — a use of derivatives in managed accounts that is relatively uncommon among similarly sized supported firms.
CIAPM operates with a small advisory team and an institutional custody relationship that provides brokerage, custody, reporting, and research tools and from which the firm discloses receiving economic benefits. The firm also discloses the use of client testimonials in its advertising and maintains written compliance policies (including a Code of Ethics and a privacy policy) while retaining proxy‑voting responsibility with clients.
Client services
Expertise
Fee options
$0+: 1.40% annually +: 0.50% annually
Fee-only: Annual wealth management fees range from 0.50% to 1.40% based on assets and service complexity
Main office
See office2 Trap Falls Road, Suite 504
Shelton CT 06484
Advisors at this office
2
Offices (2)
Most active in
Connecticut · Florida · Massachusetts · New Hampshire · New York
Also doing business as
Constitution Capital LLC · Constitution Investment Advisory And Portfolio Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Quick links
Advisors at this firm
Gregory B
Series 65, Series 63, Series 66
Shelton, CT
Constitution Investment Advisory and Portfolio Management
Gregory Bavedas is a financial advisor with Constitution Investment Advisory and Portfolio Management in Shelton, CT. He holds Series 65, Series 63, and Series 66 licenses and has 15 years of industry experience. His prior positions include roles at Constitution Capital LLC, Wells Fargo Clearing Services LLC, and Cambridge Investment Research, Inc. Bavedas is a 50% owner of Fairfield Brothers LLC. Constitution Investment Advisory and Portfolio Management offers discretionary wealth management, investment management, and financial planning to individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $241 million across about 180 client relationships, utilizing a primarily long-term investment process that incorporates fundamental and technical analysis, portfolio rebalancing, and client-specific risk profiling.
Sam K
Series 65
New York, NY
Constitution Investment Advisory and Portfolio Management
Sam Keylock is a financial advisor at Constitution Investment Advisory and Portfolio Management with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Reebok and Accavallo & Company. Constitution Investment Advisory and Portfolio Management provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $225 million on a discretionary basis for about 130 clients and employs a primarily long-term investment approach using ETFs, mutual funds, individual securities, and other vehicles, including derivatives strategies such as covered options.
Anthony B
CFP®, Series 63, Series 65
Shelton, CT
Constitution Investment Advisory and Portfolio Management
Anthony Bavedas Jr. is a CFP® with 52 years of industry experience, currently serving at Constitution Investment Advisory and Portfolio Management. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also acts as executor and trustee for his spouse’s estate and trust in Palm Beach, FL. Constitution Investment Advisory and Portfolio Management provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a primarily long-term investment approach using both fundamental and technical analysis and manages a diverse portfolio including ETFs, mutual funds, stocks, bonds, and derivatives strategies.
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