Pasquale Pisani
Professional summary
Pasquale Pisani, who also goes by Pat Pisani, is a registered financial advisor currently at AVANTI WEALTH MANAGEMENT located in Rutherford, New Jersey.
Pasquale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Pasquale has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Pasquale Pisani's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 29, 2022 - Present
AVANTI WEALTH MANAGEMENT
Office #1: 17 Sylvan Street Suite 104, Rutherford, NJ 07070January 26, 2016 - September 22, 2022
KINGSVIEW WEALTH MANAGEMENT, LLC
April 19, 2010 - December 23, 2015
EDWARD JONES
April 5, 2010 - December 23, 2015
EDWARD JONES
November 26, 2008 - July 14, 2009
ECHOTRADE LLC
February 28, 2005 - February 28, 2008
MORGAN STANLEY & CO. LLC
August 17, 2004 - February 25, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 1997 - February 25, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 24, 1997 - July 18, 1997
INVESTORS ASSOCIATES, INC.
November 15, 1996 - February 27, 1997
THE BOSTON GROUP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/29/2022)
(4/11/2025)
Exams
Series 55
Date: 10/14/2002
Limited Representative-Equity Trader ExamCurrent Firm
AVANTI WEALTH MANAGEMENT
CRD#: 319737 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 360 |
| AUM (Assets Under Management) | $ 68,362,000 |
Red Flags
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