Richard W. Villeneuve

PASCO ADVISORS

East Windsor, CT 06088

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CRD#: 5717896

Professional summary

Richard William Villeneuve is a registered financial advisor currently at PASCO ADVISORS, LLC located in East Windsor, Connecticut.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Richard has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

RICHARD VILLENEUVE INSURANCE BROKER- SALE OF FIXED ANNUITIES, LIFE, MEDICARE, HEALTH AND LTC INSURANCE. RICHARD VILLENEUVE, OWNER - PASCO TAX ADVISORY GROUP LLC. PREPARES AND FILES PERSONAL AND BUSINESS INCOME TAX RETURNS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard William Villeneuve's 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

September 21, 2012 - Present

PASCO ADVISORS, LLC

Office #1: 5a Pasco Dr., East Windsor, CT 06088

RIA

CRD#: 165021

East Windsor, CT

Past

October 27, 2009 - September 27, 2012

INVESTMENT ADVISORS CORP

RIA

CRD#: 117531

EAST WINDSOR, CT

Past

October 19, 2009 - December 31, 2010

BROKER DEALER FINANCIAL SERVICES CORP.

CRD#: 8073

EAST WINDSOR, CT

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
(9/21/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/26/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/2009

General Securities Representative Examination

Current Firm

PASCO ADVISORS, LLC

PASCO ADVISORS, LLC | SCRANTON FINANCIAL GROUP | SCRANTON ADVISORS, LLC

CRD#: 165021 / SEC#:

Connecticut

Registered Investment Advisory firm - (9/21/2012 Approved)

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Contact information

Main Address

5a Pasco Dr., East Windsor, CT 06088

Mailing Address

Phone number

(860) 623-5464

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 30,695,944

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.

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Richard W. Villeneuve

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard William Villeneuve's CRS (Customer Relationship Summary).

Certified licenses

Experience

PASCO ADVISORS, LLC

INVESTMENT ADVISORS CORP

BROKER DEALER FINANCIAL SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2009

Series 7

Date: 10/17/2009

Current Firm

PASCO ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PASCO ADVISORS, LLC

TRUST BUT VERIFY

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