Unclaimed Profile

Randy Bliss

PASI INVESTMENTS, LLC·FARMINGTON, Connecticut

SIE, Series 6, Series 22, Series 63Clean record20 years registeredPASI INVESTMENTS, LLC

231 FARMINGTON AVENUE, FARMINGTON, CT 06032CRD# 1349574Firm CRD# 145640

Profile Verification

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

Identity

Randy Bliss · FARMINGTON, CT

Registration

CRD #1349574 · PASI INVESTMENTS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PASI INVESTMENTS, LLC

PASI INVESTMENTS, LLC

Feb 2008 – Aug 2016

FARMINGTON, CT

YHB RETIREMENT SERVICES, LLC

Mar 2006 – Feb 2008

WEST HARTFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 63

Registration record

First registered · March 3, 2006

Years registered · 20

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 Randy Bliss offer?

Randy Bliss specializes in Investment Management, Wealth Management.

What are Randy Bliss's credentials?

Randy Bliss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randy Bliss located?

Randy Bliss is based in FARMINGTON, Connecticut, last registered with PASI INVESTMENTS, LLC.

How does Randy Bliss charge for services?

Randy Bliss'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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