AdvisorOS Directory
Claim Profile
MS

Megan E Schneider

PASI INVESTMENTS, LLC·FARMINGTON, Connecticut
Unclaimed Profile
10 TALCOTT NOTCH ROAD, FARMINGTON, CT 06032CRD# 7618402Firm CRD# 145640
01

About

Megan E Schneider is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with PASI INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
PASI INVESTMENTS, LLC
PASI INVESTMENTS, LLC
AUM
$503M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PASI INVESTMENTS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7618402
Firm CRD# 145640
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FARMINGTON?

Browse all registered financial advisors in FARMINGTON, Connecticut or claim this profile if it's yours.

Browse FARMINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Megan E Schneider offer?
Megan E Schneider specializes in Investment Management, Wealth Management. Contact their office in FARMINGTON, Connecticut for a consultation.
What are Megan E Schneider's credentials?
Megan E Schneider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Megan E Schneider located?
Megan E Schneider is based in FARMINGTON, Connecticut, working with PASI INVESTMENTS, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does Megan E Schneider charge for services?
Megan E Schneider'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FARMINGTON
Kevin Christopher Leahy — CONNECTICUT WEALTH MANAGEMENT, LLCDenis Michael Horrigan — CONNECTICUT WEALTH MANAGEMENT, LLCMichael Anthony Tedone — CONNECTICUT WEALTH MANAGEMENT, LLCLouis Green — MJP ASSOCIATES, INC.John M Flynn — SYMETRA INVESTMENT MANAGEMENT COMPANY
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile