Darrell I. Pacheco

TRUSTAGE INVESTMENT MANAGEMENT

Charlottesville, VA

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CRD#: 6081988

Professional summary

Darrell Ian Pacheco, CFP®, who also goes by Darrell I Pacheco, is a registered financial advisor currently at TRUSTAGE INVESTMENT MANAGEMENT located in Charlottesville, Virginia and CUNA BROKERAGE SERVICES, INC. located in Parkersburg, Iowa.

Darrell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Darrell has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darrell I Pacheco

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.

NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Drexel Hill, PA POSITION: LANDLORD/OWNER START DATE: 02/2018 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrell Ian Pacheco'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®

CFP^®

Certified Financial Planner

Experience

Current

January 3, 2024 - Present

TRUSTAGE INVESTMENT MANAGEMENT

RIA

CRD#: 105960

Charlottesville, VA

Current

November 4, 2022 - Present

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

Parkersburg, IA

Past

November 4, 2022 - March 30, 2023

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

WAVERLY, IA

Past

March 31, 2014 - November 10, 2020

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

July 12, 2012 - November 10, 2020

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

TRUSTAGE INVESTMENT MANAGEMENT

MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT

CRD#: 105960 / SEC#: 801-18140

RIA

Registered Investment Advisory firm - (1/4/1983 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

District of Columbia
(6/21/2024)

Illinois
(1/16/2024)

Kansas
(1/3/2024)

Kentucky
(3/7/2025)

Louisiana
(1/10/2024)

Maryland
(2/1/2024)

New Jersey
(1/9/2024)

New Mexico
(1/4/2024)

New York
(1/4/2024)

Ohio
(3/10/2025)

Oklahoma
(1/8/2024)

Pennsylvania
(1/4/2024)

Texas
(1/3/2024)

Virginia
(11/4/2022)

IAR

Virginia
(1/3/2024)

West Virginia
(1/16/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/18/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/20/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/27/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TRUSTAGE INVESTMENT MANAGEMENT

MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT

CRD#: 105960 / SEC#: 801-18140

RIA

Registered Investment Advisory firm - (1/4/1983 Approved)

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Contact information

Main Address

5910 Mineral Point Rd, Madison, WI 53705

Mailing Address

Phone number

(608) 238-5851

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MEMBERS CAPITAL ADVISORS (D/B/A TRUSTAGE INVESTMENT MANAGEMENT) BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	363
AUM (Assets Under Management)	$ 37,252,230,000

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.

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Firm Stability Insights

Darrell I. Pacheco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrell Ian Pacheco's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

TRUSTAGE INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/18/2014

Series 63

Date: 7/20/2012

Series 7TO

Date: 10/27/2022

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2012

FINRA

Current Firm

TRUSTAGE INVESTMENT MANAGEMENT

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUSTAGE INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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