Pegasus Asset Management Inc.

Pegasus Asset Management Inc. (CRD# 104766) is a financial advisory firm headquartered in Montebello, NY. They manage $165,595,592 in 204 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
400 Rella Blvd., Suite 157, Montebello, NY 10901
http://www.pegasusassetmgt.com
By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $811,743
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, NH, NJ, NY, TX

Financial Advisors at Pegasus Asset Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Rodd Berro, financial advisor Montebello NY
Rodd D. Berro
CRD#: 4341041
400 Rella Blvd., Suite 157, Montebello, NY 10901
90
Wealthminder
score

Rodd Berro (CRD# 4341041) is an Investment Advisor Representative working at Pegasus Asset Management Inc. in Montebello, NY and has 1 year of experience in the finance industry. Rodd Berro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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