Jeffrey Pangaro
Jeffrey Pangaro is a registered investment advisor at Pangaro Wealth Management, based in Cheshire, CT, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
986 South Main Street, Cheshire, CT, 06410
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling life, annuity, and long-term care products. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Pangaro Wealth Management
Pasi Investments, LLC
Previous Registrations
Daybright Advisory Services, INC.
Pangaro Wealth Management, LLC
LPL Financial LLC
Edward Jones
State Registrations3 states
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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