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JP

Jeffrey M. Pangaro

PASI INVESTMENTS
farmington, CT 06032
Some features on this profile are disabled
CRD#: 5650691
JP

Professional summary

Jeffrey Michael Pangaro, who also goes by Jeffrey Pangaro, is a registered financial advisor currently at PASI INVESTMENTS, LLC located in Farmington, Connecticut and DAYBRIGHT ADVISORY SERVICES, INC. located in Farmington, Connecticut.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeffrey has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffrey Pangaro

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) - RIA

Click below to view Jeffrey Michael Pangaro's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

August 5, 2021 - Present

PASI INVESTMENTS, LLC

Office #1: 10 Talcott Notch Road, Farmington, CT 06032Office #2: 986 South Main Street, Cheshire, CT 06410
RIA
CRD#: 145640
farmington, CT
Current

July 2, 2025 - Present

DAYBRIGHT ADVISORY SERVICES, INC.

Office #1: 10 Talcott Notch Rd. 2nd Floor, Farmington, CT 06032
RIA
CRD#: 133795
Farmington, CT
Past

November 14, 2014 - August 18, 2023

PANGARO WEALTH MANAGEMENT, LLC

RIA
CRD#: 173424
CHESHIRE, CT
Past

March 25, 2011 - November 26, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHESHIRE, CT
Past

March 25, 2011 - November 26, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
CHESHIRE, CT
Past

May 27, 2009 - March 29, 2011

EDWARD JONES

RIA
CRD#: 250
HAMDEN, CT
Past

May 5, 2009 - March 29, 2011

EDWARD JONES

BD
CRD#: 250
HAMDEN, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DA
DAYBRIGHT ADVISORY SERVICES, INC.
DAYBRIGHT ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES | THE RETIREMENT PLAN COMPANY, LLC

CRD#: 133795 / SEC#: 801-93173

RIA
Registered Investment Advisory firm - (4/16/2015 Approved)
Tennessee
Registered Investment Advisory firm - (9/3/2015 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(8/5/2021)
IAR
New York
(11/24/2021)
IAR
Texas
(11/29/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/26/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/4/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/5/2011
General Securities Principal Examination

Current Firm

DA
DAYBRIGHT ADVISORY SERVICES, INC.
DAYBRIGHT ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES | THE RETIREMENT PLAN COMPANY, LLC

CRD#: 133795 / SEC#: 801-93173

RIA
Registered Investment Advisory firm - (4/16/2015 Approved)
Tennessee
Registered Investment Advisory firm - (9/3/2015 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
9350 South Dixie Highway Suite 1560, Miami, FL 33156
Mailing Address
P.o.box 50, Lakeland, FL 33802
Phone number
(305) 671-2200
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAYBRIGHT ADV PART 2A DISCLOSURE BROCHURE (8/5/2025)

Regulatory assets under management

Total Number of Accounts2,170
AUM (Assets Under Management)$ 4,212,361,531

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/09/2025
Cover Page
Report
01/22/2024
Cover Page
Report
12/22/2022
Cover Page
Report

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

DAYBRIGHT ADVISORY SERVICES, INC.

CRD#: 133795Farmington, CT 06032

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