Jay Rasmus is a PFS-designated registered investment advisor at Dbia, LLC., based in Southington, CT, with 26 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
DBIA charges a fee for managing investments based on a percentage of the total value of your portfolio. This may include solicitation fees paid directly by third-party investment firms that handle your actual money. Fees are generally negotiable.
Location
Southington, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is a passive majority owner and president of BES-CUT, Inc., a wire EDM manufacturing company, but devotes no time to it. He also works full-time as a partner at Mahoney Sabol & Company, LLP, a tax and accounting firm, since 2011.
Employment History
Current Registrations
Dbia, LLC.
Previous Registrations
Bridge Capital Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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