Pegasus Asset Management Inc.
Pegasus Asset Management Inc. (CRD# 104766) is a financial advisory firm headquartered in Montebello, NY. They manage $185,762,204 in 540 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management186MILLION
Total Number of Accounts540ACCOUNTS
Average Account Value$344,004
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NH, NJ, NY, PA
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.