Jeffrey Pangaro (CRD# 5650691) is an Investment Advisor Representative working at Pasi Investments, LLC in Cheshire, CT and has over 14 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pasi Investments LLC | Farmington, CT | Jul 2021 - Current | 2 |
| Pangaro Wealth Management, LLC | Cheshire, CT | Oct 2014 - Current | 9 |
| Lpl Financial LLC | Cheshire, CT | Mar 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
- CT
- NY
- TX
-
Total Assets Under Management503MILLIONS
-
Total Number of Accounts734ACCOUNTS
-
Average Account Value$685,686
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CT, FL, MA, NH, NY, PA, TX
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