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Gregory John Bavedas

Investment adviser representative at Constitution Investment Advisory and Portfolio Management
16 yearsExperience
1 stateRegistered in
$241.3MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Constitution Investment Advisory and Portfolio ManagementOct 2020 to now
  2. Constitution Capital LLCOct 2020 to now
  3. Wells Fargo Clearing Services LLCAug 2018 to Oct 2020
  4. Cambridge Investment Research, Inc.Jul 2017 to Aug 2018
  5. Fairfield Country Day SchoolJan 2010 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2002
  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (CT).

Constitution Investment Advisory and Portfolio Management

Legal name: Constitution Capital LLC

$241.3MAssets managed
180Clients
3Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4513282
Firm CRD
310378
Advisor's SEC record (opens in a new tab)
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