Pasi Investments, LLC

Pasi Investments, LLC (CRD# 145640) is a financial advisory firm headquartered in Farmington, CT. They manage $503,293,741 in 734 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
10 Talcott Notch Road, 2nd Floor, Farmington, CT 06032
By the Numbers
  • Total Assets Under Management
    503
    MILLION
  • Total Number of Accounts
    734
    ACCOUNTS
  • Average Account Value
    $685,686
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NY, PA, TX

Financial Advisors at Pasi Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ronald Fishman, financial advisor Farmington CT
Ronald J. Fishman
CRD#: 1449240
10 Talcott Notch Road, 2nd Floor, Farmington, CT 06032

Ronald Fishman (CRD# 1449240) is an Investment Advisor Representative working at Pasi Investments, LLC in Farmington, CT and has over 31 years of experience in the finance industry.

2
Jeffrey Pangaro, financial advisor Cheshire CT
Jeffrey M. Pangaro
CRD#: 5650691
986 South Main Street, Cheshire, CT 06410

Jeffrey Pangaro (CRD# 5650691) is an Investment Advisor Representative working at Pasi Investments, LLC in Cheshire, CT and has over 14 years of experience in the finance industry.

3
Derek Ivey, financial advisor Farmington CT
Derek J. Ivey
CRD#: 7661097
10 Talcott Notch Road, 2nd Floor, Farmington, CT 06032

Derek Ivey (CRD# 7661097) is an Investment Advisor Representative working at Pasi Investments, LLC in Farmington, CT and has 1 year 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.

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