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PEGASUS GROUP, LLC
PEGASUS GROUP, LLC
MONTEBELLO, New York
·
5 registered advisors
·
CRD# 113499
SEC# 801-60436
0
845-369-9422
01
Firm Overview
AUM
$57M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PEGASUS GROUP, LLC
5 registered advisors
Aaron Van Duyne
MONTEBELLO, New York
CRD# 4409793
Courtney Joy Barba
MONTEBELLO, New York
CRD# 5313824
John Matteo Sebastiano
MONTEBELLO, New York
CRD# 4341050
Keith Mark Behrens
MONTEBELLO, New York
CRD# 4409792
Rodd Dee Berro
MONTEBELLO, New York
CRD# 4341041
05
Office Locations
MONTEBELLO, New York
5 advisors
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Data sourced from SEC Form ADV filings. PEGASUS GROUP, LLC (CRD# 113499) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.