LPL Financial announced that the financial advisors of Buell Wealth Management have joined its broker-dealer and Registered Investment Advisor platform. The team reported serving approximately $370 million in advisory, brokerage, and retirement plan assets and joins from Buell Securities Corporation.
Based in Glastonbury, Connecticut, Buell Wealth Management is led by Chief Executive Officer Chris Berris, who has more than 40 years of industry experience and has served in his leadership role since 1997. His former advisory practice, Buell Securities Corporation, had roots dating back to 1921. The five advisors of Buell Wealth Management have 187 years of combined experience and an average of 37 years in the industry, and will continue serving a diverse client base of high-net-worth individuals, retirees, and business owners across 21 states.
The practice operates with a collaborative team model, drawing on the group’s extensive tenure and varied experience, including backgrounds at major wirehouses, to provide insights across market sectors and evolving economic conditions. Advisors regularly share knowledge and perspectives to help ensure clients receive comprehensive, well-informed guidance.
Buell Wealth Management selected LPL for its operational infrastructure, enhanced capabilities, and comprehensive support model after spending several years evaluating the right long-term solution for its business and clients. LPL Financial Holdings Inc. (Nasdaq: LPLA) supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
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“Our approach has always been rooted in listening first and building relationships that last over time. We take the time to understand each client’s full financial picture and provide personalized guidance that evolves with their needs, helping them work toward their goals with confidence.”
“We’ve spent several years evaluating the right long-term solution for our business and our clients. LPL offers the services, technology and operational support we need to help streamline our business and focus more of our time and energy on serving clients. With LPL handling areas like compliance and back-office operations, we’re well positioned to continue delivering the high level of service our clients expect.”
Chris Berris, Chief Executive Officer, Buell Wealth Management
“We are pleased to welcome Buell Wealth Management to LPL. With a legacy spanning more than a century and a team defined by deep experience and long-standing client relationships, they bring a strong commitment to delivering personalized guidance and multigenerational planning. We look forward to supporting their continued growth with the flexibility, resources and support they need to serve their clients and evolve their business.”
Marc Cohen, Chief Growth Officer, LPL Financial
