Pasquale Sacchetta, financial advisor Westport CT

Pasquale Sacchetta

CRD Number: 1264356
Current Firm: Continental Five Investment Group, LLC

Pasquale Sacchetta (CRD# 1264356) is an Investment Advisor Representative working at Continental Five Investment Group, LLC in Westport, CT and has over 39 years of experience in the finance industry. Pasquale Sacchetta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Continental Five Investment Group, LLC Westport, CT Sep 2008 - Current 15
Cfig Wealth Management, LLC Westport, CT Aug 2008 - Current 15
Continental Five Insurance Group, Inc. Westport, CT Mar 1991 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
Contact Info for Pasquale J. Sacchetta
Phone Number: 203-221-0200
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $333,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT

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