Darrell Pacheco
Darrell Pacheco is a registered investment advisor at Trustage Investment Management, based in Charlottesville, VA, with 12 years of industry experience. Darrell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 349 clients with $39B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Charlottesville, VA
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 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
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Previous Registrations
CUNA Brokerage Services, INC.
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations11 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
More Advisors
- Peter Tuz, CFA, CFPChase Investment Counsel Corporation
- Greg Vairo, CFPMarotta Wealth Management, INC.
- Reed Hurt, CFPBrown Advisory
- Ty Bilderback, CFA, CFPSolitude Financial Services, INC.
- Yohannes Worku, CFPEsi Financial Advisors
- Jacob Conley, CFPLPL Financial LLC