Robert
Pascarell

Prime Capital Investment Advisors, LLC

CRD#357378
Investment Advisor
in Milford, CT

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About this Advisor

Robert Pascarell is a financial advisor based in Milford, Connecticut, working with Prime Capital Investment Advisors, LLC. Robert has previously held positions at Cambridge Investment Research Advisors, Inc, Financial Network LTD, Cambridge Investment Research, Inc, Prime Capital Investment Advisors, LLC, and Private Client Services. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Robert is part of Prime Capital Investment Advisors, LLC, which operates out of Milford, Connecticut. The firm has 70 offices and 353 employees. The firm manages assets totaling $24.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Prime Capital Investment Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

26 Cherry St
Milford, CT 06460

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$24,362,866,552

CT Average: $2,243,162,756
Total Number of Employees

353

CT Average: 44
Total Number of Accounts

30,635

CT Average: 4,091
Average Account Size

$795,262

CT Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Robert Pascarell Work History

2021 - Present (3 years)

Prime Capital Investment Advisors, LLC

2021 - Present (3 years)

Private Client Services

1992 - Present (32 years)

Financial Network LTD

2007 - 2021 (14 years)

Cambridge Investment Research Advisors, Inc

2007 - 2021 (14 years)

Cambridge Investment Research, Inc

Disclosures

Please visit the SEC profile of Robert Pascarell 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 Prime Capital Investment Advisors, LLC

Kartik Jambulapati
Houston, TX
Lisa Jones
Leawood, KS
Nicholas Stonnington
Pasadena, CA
Ashley Scott
Royal Oak, MI
Richard Murray
Leawood, KS
Logan Soll
Royal Oak, MI
Wendy Perrin
Leawood, KS
Aaron Kolich
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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