Derek Ivey (CRD# 7661097) is an Investment Advisor Representative working at Pasi Investments, LLC in West Henrietta, NY and has 1 year of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pasi Investments, LLC | West Henrietta, NY | Nov 2022 - Current | 1 |
| Harvard University | Easton, MA | Jun 2021 - Aug 2022 | 1 |
| Wells Fargo Bank | Bethel, CT | Sep 2021 - Feb 2022 | < 1 |
| Best Buy | Danbury, CT | Jul 2021 - Jan 2022 | < 1 |
| Stonehill College | North Easton, MA | Aug 2017 - May 2021 | 3 |
| Stonehill College | North Easton, MA | Aug 2020 - Dec 2020 | < 1 |
| Target | Bethel, CT | May 2019 - Jan 2020 | < 1 |
| Bj's Wholesale | Brookfield, CT | May 2017 - Jul 2017 | < 1 |
| Newtown High School | Sandy Hook, CT | Aug 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- CT
- NY
-
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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