Charlene
Sasso

Pruco Securities, LLC

CRD#6231369
Investment Advisor
in Paramus, NJ

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About this Advisor

Charlene Sasso is a financial advisor based out of Paramus, New Jersey, with a total of 7 years of relevant experience. Sasso is on the advisory team at Pruco Securities, LLC. During their career, Sasso has held roles at Stenotech Career Institute, Metlife Securities Inc, Metropolitan Life Ins. Co, Prudential Insurance Company Of America and Pruco Securities, LLC. Sasso has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Pruco Securities, LLC is an advisory firm operating out of Newark, NJ. It has offices in 42 locations and a total of 2,500 people on staff. It has $14 billion in assets among its 106,737 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 106,737 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in investable assets. Pruco Securities, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Pruco Securities, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

7 years

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

11 Sunflower Avenue Suite 2000
Paramus, NJ 07652

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

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

2,500

NJ Average: 92
Total Number of Accounts

106,737

NJ Average: 6,978
Average Account Size

$131,438

NJ 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

Charlene Sasso Work History

Charlene has been registered as a financial advisor for 7 years.*

2013 - Present (11 years)

Prudential Insurance Company Of America

2013 - Present (11 years)

Pruco Securities, LLC

2013 - 2013 (< 1 year)

Metlife Securities Inc

2013 - 2013 (< 1 year)

Metropolitan Life Ins. Co

2010 - 2013 (3 years)

Stenotech Career Institute

*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 Charlene Sasso 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 Prudential Financial Planning Services

James Wright
Bellevue, WA
Ellen Goodman
Wakefield, MA
Roy Carrera
Milwaukee, WI
Douglas Ireland
Danville, IL
Andrew Estreich
Port Washington, NY
Oksana Flaks
Brooklyn, NY
Kevin Shelton
San Jose, CA

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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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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