Ronald
Fishman
Pasi Investments, LLC
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About this Advisor
Ronald Fishman is a financial advisor working in Farmington, Connecticut who has 15 years of industry experience. Fishman is an employee of Pasi Investments, LLC. They have been with Pasi Investments, Llc for their total career. Fishman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Connecticut, Massachusetts and Texas. Pasi Investments, LLC is a registered investment firm headquartered in Farmington, CT. The firm has a total of seven advisors. It oversees $451 million in assets across its 783 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 783 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules largely vary depending on the type of financial services. Fees billed by Pasi Investments, LLC most likely include any combination 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
Ronald Fishman Work History
Ronald has been registered as a financial advisor for 15 years.*
Pasi Investments, LLC
*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 Ronald Fishman 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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