Pascal Brassey (CRD# 7653307) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathstone | Boulder, CO | Apr 2024 - Current | < 1 |
| Crestone Asset Management, LLC | Boulder, CO | Jul 2022 - Mar 2024 | 1 |
| Unemployed | Boulder, CO | May 2022 - Jul 2022 | < 1 |
| University Of Colorado, Boulder | Boulder, CO | Aug 2021 - May 2022 | < 1 |
| Jay's Valet | Denver, CO | May 2021 - Aug 2021 | < 1 |
| All Of Us Financial | San Francisco, CA | Feb 2021 - May 2021 | < 1 |
| University Of Colorado, Boulder | Boulder, CO | Aug 2020 - May 2021 | < 1 |
| Mccall Boat Works | Mccall, ID | Jul 2020 - Aug 2020 | < 1 |
| Unemployed | Boulder, CO | Jun 2020 - Jul 2020 | < 1 |
| Instacart | Boulder, CO | May 2020 - Jun 2020 | < 1 |
| University Of Colorado, Boulder | Boulder, CO | Aug 2018 - May 2020 | 1 |
| Unemployed | Greenbrae, CA | Jun 2018 - Aug 2018 | < 1 |
| Redwood High School | Larkspur, CA | Aug 2014 - Jun 2018 | 3 |
| Kent Middle School | Larkspur, CA | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CO
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Total Assets Under Management48,258MILLIONS
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Total Number of Accounts25,825ACCOUNTS
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Average Account Value$1,868,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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