Marie PasqualeCRD Number: 6893614
Current Firm: Captrust
Marie Pasquale (CRD# 6893614) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has 1 year of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Capfinancial Partners, Llc. (captrust)||Raleigh, NC||Nov 2019 - Current||1|
|Amundi Pioneer (formerly Smith Breeden Associates)||Durham (previously Chapel Hill), NC||Mar 2006 - Nov 2019||13|
Total Assets Under Management389,151MILLIONS
Total Number of Accounts26,410ACCOUNTS
Average Account Value$14,734,976
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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