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Rodd Dee Berro

PEGASUS GROUP, LLC·MONTEBELLO, New York
Unclaimed Profile
400 RELLA BLVD., MONTEBELLO, NY 10901CRD# 4341041Firm CRD# 113499
01

About

Rodd Dee Berro is a registered financial advisor based in MONTEBELLO, New York, affiliated with PEGASUS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PEGASUS GROUP, LLC
PEGASUS GROUP, LLC
AUM
$57M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PEGASUS GROUP, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4341041
Firm CRD# 113499
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rodd Dee Berro offer?
Rodd Dee Berro specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MONTEBELLO, New York for a consultation.
What are Rodd Dee Berro's credentials?
Rodd Dee Berro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rodd Dee Berro located?
Rodd Dee Berro is based in MONTEBELLO, New York, working with PEGASUS GROUP, LLC. Their office serves clients in the MONTEBELLO metropolitan area and surrounding communities.
How does Rodd Dee Berro charge for services?
Rodd Dee Berro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEGASUS GROUP, LLC?
PEGASUS GROUP, LLC has approximately 2 employees and manages $57M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MONTEBELLO
Brian Arthur Heal — SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLCCourtney Joy Barba — PEGASUS GROUP, LLCJohn Matteo Sebastiano — PEGASUS GROUP, LLCKeith Mark Behrens — PEGASUS GROUP, LLCAaron Van Duyne — PEGASUS GROUP, LLC
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Research
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