Tony Bavedas

President at

Constitution Capital LLC

Finance

Profile

Mr. Anthony J.
Bavedas, Jr., is a President & Senior Portfolio Manager at Constitution Capital LLC.
He is the team’s senior member who has been in the investment business for 53 years while servicing clients for more than 50 of those years.
By retaining many clients throughout his career and through referrals, he now has clients in 20 states.
Many of his clients are retired professionals and business owners, corporate executives, doctors and lawyers, and the children and grandchildren of his long-term clients.
His clients include two, three and four generations of families.
He started in the back office of Merrill Lynch on October 30, 1967.
Having completed Merrill Lynch training in 1969.
He spent about half of his investment career (25 years) with Smith Barney.
He was previously employed as a Financial Advisor by Wells Fargo Clearing Services LLC and a Financial Advisor by Citigroup Global Markets, Inc. He holds the Series 7, 63 and 65 certifications along with Series 4, 24, 27, 53 and 55.
His Series 4 certification made him a Registered Options Principal and he has 47 years of experience selling covered call options for his clients.

Tony Bavedas active positions

Companies	Position	Start
Constitution Capital LLC Constitution Capital LLC Investment ManagersFinance CIAPM strives to create portfolios with an average beta (measure of volatility) less than that of the market. The firm seeks to enhance the income of its clients by selling out of the money covered call options in many of the portfolios they manage. They focus primarily on dividend-paying US equities, mostly large-cap companies and some middle-cap companies.	President	01/10/2020

All active positions of Tony Bavedas

Former positions of Tony Bavedas

Companies	Position	End
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Corporate Officer/Principal	01/10/2020
Citigroup Global Markets, Inc. Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management services	Corporate Officer/Principal	01/05/2013
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/05/2013

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Linked companies

Private companies	4
Citigroup Global Markets, Inc. Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management services	Finance
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Finance
Constitution Capital LLC Constitution Capital LLC Investment ManagersFinance CIAPM strives to create portfolios with an average beta (measure of volatility) less than that of the market. The firm seeks to enhance the income of its clients by selling out of the money covered call options in many of the portfolios they manage. They focus primarily on dividend-paying US equities, mostly large-cap companies and some middle-cap companies.	Finance