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Rodd Dee Berro

PEGASUS GROUP, LLC·MONTEBELLO, New York
Clean record12 years registeredPEGASUS GROUP, LLC
400 RELLA BLVD., MONTEBELLO, NY 10901CRD# 4341041Firm CRD# 113499

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rodd Dee Berro · MONTEBELLO, NY
Registration
CRD #4341041 · PEGASUS GROUP, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

PEGASUS GROUP, LLC
Jul 2021 – present
PEGASUS ASSET MANAGEMENT INC
Nov 2018 – present
SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC
Mar 2018 – Dec 2024
MONTEBELLO, NY
PEGASUS ASSET MANAGEMENT INC
Aug 2014 – Nov 2016
MONTEBELLO, NY
02

Registrations & Exams

Registration record
First registered · August 13, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PEGASUS GROUP, LLC
CRD 113499 · SEC 801-60436
AUM
$57M
Regulatory assets under management
Employees
2
20 client accounts
Services offered by PEGASUS GROUP, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PEGASUS GROUP, LLC →
Introduction

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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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MONTEBELLO, NY

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