Derek
Ivey
Pasi Investments, LLC
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About this Advisor
Derek Ivey is a financial advisor based out of Farmington, Connecticut. Ivey currently works for Pasi Investments, LLC. Over the course of their career, they have held roles at Pasi Investments, LLC, Remmington Middle School, Newtown High School, Stonehill College, Wells Fargo Bank, Best Buy, Harvard University, Target and Bj'S Wholesale. Ivey holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Connecticut. Pasi Investments, LLC is an advisory business headquartered in Farmington, CT. The firm has a total of seven employees. It manages $451 million in assets among its 783 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 783 client accounts, just 10% are associated with high-net-worth investors who have at least $1 million in investable assets. Pasi Investments, LLC has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Pasi Investments, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pasi Investments, LLC Brokerage Details
$450,877,716
7
783
$575,834
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Derek Ivey Work History
Derek has been registered as a financial advisor for 0 years.*
Pasi Investments, LLC
Wells Fargo Bank
Best Buy
Harvard University
Stonehill College
Target
Stonehill College
Bj'S Wholesale
Newtown High School
Remmington Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Derek Ivey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pasi Investments, LLC
Cheshire, CT
Farmington, CT
Farmington, CT
Cheshire, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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