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Detailed Report
JEFFREY MICHAEL PANGARO
JEFFREY PANGARO
CRD#: 5650691
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Investment Adviser
PASI INVESTMENTS, LLCCRD#: 145640 10 talcott notch road
farmington, CT 06032
Registration History
201020122014201620182020202220242026IAPASI INVESTMENTS, LLC (CRD# 145640)2021 - Present (3 years)IAPANGARO WEALTH MANAGEMENT, LLC (CRD# 173424)2014 - 2023 (8 years)IALPL FINANCIAL LLC (CRD# 6413)2011 - 2014 (3 years)IAEDWARD JONES (CRD# 250)2009 - 2011 (1 year)
License(s)

State Registrations

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Connecticut 8/5/2021
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Texas 11/29/2021
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New York 11/24/2021
Current Registration(s)
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PASI INVESTMENTS, LLC (CRD#:145640)
10 talcott notch road, farmington, CT 06032
986 SOUTH MAIN STREET, CHESHIRE, CT 06410
Registered with this firm since 8/5/2021
Previous Registration(s)
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 11/14/2014 - 08/18/2023 PANGARO WEALTH MANAGEMENT, LLC (CRD#:173424) CHESHIRE, CT
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 03/25/2011 - 11/26/2014 LPL FINANCIAL LLC (CRD#:6413) CHESHIRE, CT
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 05/27/2009 - 03/29/2011 EDWARD JONES (CRD#:250) HAMDEN, CT
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.