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Randy Bliss

PASI INVESTMENTS, LLC·FARMINGTON, Connecticut
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231 FARMINGTON AVENUE, FARMINGTON, CT 06032CRD# 1349574Firm CRD# 145640
01

About

Randy Bliss 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# 1349574
Firm CRD# 145640
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Randy Bliss offer?
Randy Bliss specializes in Investment Management, Wealth Management. Contact their office in FARMINGTON, Connecticut for a consultation.
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, working with PASI INVESTMENTS, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
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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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
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