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Pascal Charbonneau

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CRD#: 5214995
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Pascal Charbonneau was a registered financial professional .

Pascal is a previously registered financial professional and started their career in finance in 2006. Pascal had worked at 4 firms and has passed the Series 63, Series 55, Series 7 and Series 25 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 30, 2019 - February 9, 2022

GM PASCAL ADVISORY, LLC

RIA
CRD#: 304413
SARASOTA, FL
Past

October 1, 2008 - April 29, 2011

ALPINE PARTNERS, L.P.

BD
CRD#: 43424
CRESSKILL, NJ
Past

October 1, 2008 - April 29, 2011

ALPINE ASSOCIATES, A LIMITED PARTNERSHIP

BD
CRD#: 7195
CRESSKILL, NJ
Past

September 11, 2006 - September 19, 2008

DASH FINANCIAL TECHNOLOGIES LLC

BD
CRD#: 104031
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/29/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 8/20/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 25
Date: 12/12/2006
NYSE Trading Assistant Examination

Current Firm


GP
GM PASCAL ADVISORY, LLC
GM PASCAL ADVISORY, LLC

CRD#: 304413 / SEC#:

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Contact information


Main Address
2206 Sunnyside Ln, Sarasota, FL 34239
Mailing Address
Phone number
(941) 999-7284
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 733,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GM PASCAL ADVISORY, LLC

CRD#: 304413

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