Darrell
Pacheco

Trustage Investment Management

CRD#6081988
Investment Advisor
in Charlottesville, VA

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About this Advisor

Darrell Pacheco is a financial advisor based in Charlottesville, Virginia, working with Trustage Investment Management. Darrell has previously held positions at The Vanguard Group, Inc, Cuna Mutual Group, Cuna Brokerage Services, Inc, and Darden School Of Business - University Of Virginia. Darrell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Darrell is part of Trustage Investment Management, which operates out of Charlottesville, Virginia. The firm has 1 office and 64 employees. The firm manages assets totaling $35.5 billion and offers services including portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Trustage Investment Management includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Charlottesville, VA

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Trustage Investment Management Brokerage Details

Total Assets Under Management

$35,460,961,000

VA Average: $2,826,565,184
Total Number of Employees

64

VA Average: 43
Total Number of Accounts

350

VA Average: 1,898
Average Account Size

$101,317,031

VA Average: $1,489,234

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Darrell Pacheco Work History

2022 - Present (2 years)

Cuna Mutual Group

2022 - Present (2 years)

Cuna Brokerage Services, Inc

2021 - Present (3 years)

Darden School Of Business - University Of Virginia

2012 - 2021 (9 years)

The Vanguard Group, Inc

Disclosures

Please visit the SEC profile of Darrell Pacheco 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 Trustage Investment Management

Elliott Shipp
Madison, WI
George Manning
Madison, WI
Juan Schmelzle
Madison, WI
Tracy New
Chesterfield, VA
Yvette Ferris
Madison, WI
David Abuaf
Madison, WI
Anthony Potthast
Madison, WI
Michael Smith
Madison, WI

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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