Charlene
Sasso

Pruco Securities, LLC

CRD#6231369
Investment Advisor
in East Hanover, NJ

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About this Advisor

Charlene Sasso is a financial advisor who works in East Hanover, New Jersey, with 10 years of financial industry experience. Sasso is an employee of Pruco Securities, LLC. Throughout their career, they have worked at Stenotech Career Institute, Gallery Inc, Metlife Securities Inc, Metropolitan Life Ins. Co, The Prudential Insurance Company Of America and Pruco Securities, LLC. Sasso has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Pruco Securities, LLC is a firm based in East Hanover, New Jersey. The firm has offices in 113 locations and a total of 2,600 advisors. It administers $9 billion in total assets between its 60,796 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 60,796 accounts, just 1% belong to high-net-worth investors who have at least $1 million in investable assets. The company provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services are offered. Fee types charged by Pruco Securities, LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 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

Disclosures

No

Office Location

120 Eagle Rock Ave Suite 210
East Hanover, NJ 07936

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$8,719,161,494

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

2,600

NJ Average: 92
Total Number of Accounts

60,796

NJ Average: 6,978
Average Account Size

$143,417

NJ Average: $1,450,417

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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 10 years of experience.

2013 - Present (9 years)

The Prudential Insurance Company Of America

2013 - Present (9 years)

Pruco Securities, LLC

2013 - 2013 (< 1 year)

Metlife Securities Inc

2013 - 2013 (< 1 year)

Metropolitan Life Ins. Co

2012 - 2013 (1 year)

Gallery Inc

2010 - 2013 (3 years)

Stenotech Career Institute

Disclosures

Charlene Sasso has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Prudential Financial Planning Services

Mindy Nemoff
Cincinnati, OH
Andrew Ziegler
Louisville, KY
Virginia Fallon
Omaha, NE
Catherine Leopold
West Palm Beach, FL
Doug Coad
Orlando, FL
Roger Greff
Paramus, NJ
Daniel Rodgers
Basking Ridge, NJ

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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