Buck Consultants, LLC (New York)


Buck Consultants, LLC is a pension cosultant based in New York. It manages $174.69 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

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Buck Consultants provides financial planning services, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Buck Consultants: assets under management

The assets under management (AUM) of Buck Consultants, LLC is $174.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 354% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $174.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.84 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Buck Consultants, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Buck Consultants, LLC

John Michael Gentry has been acting as President since 1 Mar 2016. Sonja A Hollies joined the executive team most recently as the Vice President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Thomas Allen Fessler Chief legal officer 1 Dec 2000 Other 4374755
Llc Acs Human Resources Solutions Member 1 Jun 2004 75% - 100% 04-3609853
Inc. Acs Human Resources Solutions Shareholder 1 Jun 2004 75% - 100% 04-3609853
Nicolas Ettore Medina Chief compliance officer 1 Oct 2004 Other 2413385
Michael Charles Hardy Chief financial officer 1 May 2005 Other 4380200
James Robinson Lynch Director 1 May 2005 Other 1010968
Lynn Robert Blodgett Director 1 May 2005 Other 4988058
Thomas William Blodgett Director 1 May 2005 Other 4988062
Mary Ann Garneau Cohen Director 1 May 2005 Other 4358043
Howard Jay Fine Director 1 May 2005 Other 4991863
Thomas Allan Fessler Elected manager 1 May 2006 Other 4374755
Ann Francis Vezina Elected manager 1 May 2006 Other 5717655
Philip Karl Kocher Vice president- insurance 1 May 2006 Other 4797343
Michael Charles Hardy Vice president & treasurer 1 Mar 2007 Other 4380200
Nancy Vineyard Pruitt Vice president 1 Mar 2007 Other 4986042
Karl Willem Lohwater Vice president & secretary 1 Mar 2007 Other 2684561
Tamara Shelton Vice president 1 Mar 2007 Other 5427341
Steven James Ferruggia Vice president 1 Mar 2007 Other 4358039
Jan Kristian Grude President 1 Mar 2007 Other 5428117
Michael Allen Roberts President 1 Jun 2010 Other 5883034
Manoj Nmn Sharma Chief operating officer 1 Jun 2010 Other 5883047
James Michael Peffer Secretary 1 Sep 2011 Other 6046970
Robert W Jones Vice president 1 Feb 2012 Other 6046933
Frank G Pirrone Vice president 1 Feb 2012 Other 3174623
David Russell Jarrett Vice president 1 Feb 2012 Other 5462898
Jeffery Robert Leonard Vice president 1 Feb 2012 Other 6046941
Harry J Reinhart Vice president 1 Feb 2012 Other 6046948
Laura Lee Rossi Vice president 1 Jan 2013 Other 2115989
Derek Brian Halliburton Elected manager 1 Nov 2013 Other 5462864
Thomas William Blodgett Elected manager 1 Jan 2014 Other 4988062
Dean Paul Aloise Vice president 1 Feb 2014 Other 6407601
Fraser Wallace Smart Elected manager and president 1 Apr 2014 Other 6407600
James Michael Peffer Elected manager and secretary 1 Jul 2015 Other 6046970
Michael Robert Festa Elected manager 1 Jul 2015 Other 6464538
Brian Jonathan Webb Walsh Manager 1 Jan 2016 Other 6630560
Kurt Driscoll Vielehr Vice president 1 Jan 2016 Other 6630563
John A Farnan Vice president 1 Jan 2016 Other 6630566
Jonathan Webb Walsh Manager 1 Jan 2016 Other 6630560
John Michael Gentry President 1 Mar 2016 Other 6631402
Llc Conduent Business Services Member 1 Mar 2017 75% - 100% 32-0293031
Sonja A Hollies Vice president 1 Apr 2017 Other 6785896

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Xerox Business Services Member 1 May 2005 75% - 100% 32-0293031
Llc Conduent Business Services Member 1 May 2005 75% - 100% 32-0293031
Inc. Affiliated Computer Services Owner 1 May 2005 75% - 100% 51-0310342
Llc Affiliated Computer Services Owner 1 May 2005 75% - 100% 51-0310342
Xerox Corporation Member 1 Feb 2010 75% - 100% 16-0468020
Conduent Incorporated Member 1 Jan 2017 75% - 100% 81-2983623

Based in New York

The principal office where Buck Consultants, LLC performs its advisory services is located at 420 Lexington Avenue, New York, NY 10170 2220, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-330-1000 or by fax 212-330-1344. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at services.xerox.com/hr-consulting/solutions/global-investment-advisors/enus.html.