Pangaro Wealth Management, LLC

Pangaro Wealth Management, LLC (CRD# 173424) is a financial advisory firm headquartered in Cheshire, CT. They manage $26,000,000 in 211 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
475 South Main Street, Cheshire, CT 06410
http://www.pangarowealthmanagement.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $123,223
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Pangaro Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kari McLeod, financial advisor Cheshire CT
Kari A. McLeod
CRD#: 6359510
475 South Main Street, Cheshire, CT 06410
89
Wealthminder
score

Kari McLeod (CRD# 6359510) is an Investment Advisor Representative working at Pangaro Wealth Management, LLC in Cheshire, CT and has over 2 years of experience in the finance industry.

2
Jeremy Ziglar, financial advisor Cheshire CT
Jeremy H. Ziglar
CRD#: 5476012
475 South Main Street, Cheshire, CT 06410
78
Wealthminder
score

Jeremy Ziglar (CRD# 5476012) is an Investment Advisor Representative working at Pangaro Wealth Management, LLC in Cheshire, CT and has over 4 years of experience in the finance industry.

3
Jeffrey Pangaro, financial advisor Cheshire CT
Jeffrey M. Pangaro
CRD#: 5650691
475 South Main Street, Cheshire, CT 06410
69
Wealthminder
score

Jeffrey Pangaro (CRD# 5650691) is an Investment Advisor Representative working at Pangaro Wealth Management, LLC in Cheshire, CT and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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