DP
DP

Darrell Ian Pacheco

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
363 clients
Average Client Portfolio
$102.6M average
Assets Under Management
$37.3B

Fee Structure

Financial Planning:Investment management only
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Location

Charlottesville, VA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Darrell is a landlord/owner of rental property in Drexel Hill, PA since 2018. He spends a few hours per week on this activity.

Employment History
Current Registrations
Trustage Investment Management
January 2024 - Present · 2 yrs 1 mo
CUNA Brokerage Services, INC.
November 2022 - Present · 3 yrs 3 mos
CUNA Brokerage Services, INC.Broker
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
CUNA Brokerage Services, INC.
November 2022 - March 2023 · 4 mos
Vanguard Advisers, INC.
March 2014 - November 2020 · 6 yrs 8 mos
Vanguard Marketing CorporationBroker
July 2012 - November 2020 · 8 yrs 4 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.