Vassilios
Fassas

Pruco Securities, LLC

CRD#7168686
Investment Advisor
in Rockville, MD

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About this Advisor

Vassilios Fassas is a financial advisor based in Rockville, Maryland, working with Pruco Securities, LLC. Vassilios has previously held positions at University Of Pennsylvania, Microvest Capital Mgmt, Student Federal Credit Union, University Of Pennsylvania Political Science Dept, St. Paul'S School, Smile Dental, Merrill Lynch, Pierce, Fenner & Smith Inc, Kaplan, Papa Johns International, Orient Hotels, Equitable Life Insurance, The Vanguard Group, Inc, Pride One - Morgan Stanley, Thrivent Investment Management Inc, Johns Hopkins University, and Pruco Securities LLC. Vassilios has passed the Series 66 regulatory exam and is registered to provide services in Delaware, Maryland, Pennsylvania, and Virginia. Currently, Vassilios is part of Pruco Securities, LLC, which operates out of Rockville, Maryland. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

909 Rose Avenue Suite 650
Rockville, MD 20852

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

MD Average: $10,121,009,343
Total Number of Employees

2,700

MD Average: 92
Total Number of Accounts

113,575

MD Average: 6,978
Average Account Size

$144,211

MD Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Vassilios Fassas Work History

2024 - Present (0 year)

Pruco Securities LLC

2023 - Present (1 year)

Thrivent Investment Management Inc

2022 - 2022 (< 1 year)

The Vanguard Group, Inc

2022 - 2023 (1 year)

Johns Hopkins University

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2019 (< 1 year)

Smile Dental

2019 - 2020 (1 year)

Kaplan

2019 - 2019 (< 1 year)

Papa Johns International

2019 - 2019 (< 1 year)

Orient Hotels

2019 - 2019 (< 1 year)

Equitable Life Insurance

2019 - 2019 (< 1 year)

Pride One - Morgan Stanley

2018 - 2018 (< 1 year)

Microvest Capital Mgmt

2017 - 2017 (< 1 year)

Student Federal Credit Union

2017 - 2017 (< 1 year)

University Of Pennsylvania Political Science Dept

2015 - 2019 (4 years)

University Of Pennsylvania

2008 - 2015 (7 years)

St. Paul'S School

Disclosures

Please visit the SEC profile of Vassilios Fassas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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