Unclaimed Profile

Jeffrey Michael Pangaro

PASI INVESTMENTS, LLC·FARMINGTON, Connecticut

SIE, Series 7, Series 24, Series 66Clean record17 years registeredPASI INVESTMENTS, LLC

10 TALCOTT NOTCH ROAD, FARMINGTON, CT 06032CRD# 5650691Firm CRD# 145640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Michael Pangaro · FARMINGTON, CT

Registration

CRD #5650691 · PASI INVESTMENTS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

DAYBRIGHT ADVISORY SERVICES, INC.

Jul 2025 – present

PASI INVESTMENTS, LLC

Aug 2021 – present

PANGARO WEALTH MANAGEMENT, LLC

Nov 2014 – Aug 2023

CHESHIRE, CT

LPL FINANCIAL LLC

Mar 2011 – Nov 2014

CHESHIRE, CT

EDWARD JONES

May 2009 – Mar 2011

HAMDEN, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 27, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PASI INVESTMENTS, LLC

CRD 145640 · SEC 801-68712

AUM

$503M

Regulatory assets under management

Employees

734 client accounts

Services offered by PASI INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PASI INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Michael Pangaro offer?

Jeffrey Michael Pangaro specializes in Investment Management, Wealth Management. Contact their office in FARMINGTON, Connecticut for a consultation.

What are Jeffrey Michael Pangaro's credentials?

Jeffrey Michael Pangaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Michael Pangaro located?

Jeffrey Michael Pangaro is based in FARMINGTON, Connecticut, working with PASI INVESTMENTS, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.

How does Jeffrey Michael Pangaro charge for services?

Jeffrey Michael Pangaro's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PASI INVESTMENTS, LLC?

PASI INVESTMENTS, LLC has approximately 8 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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