Anastasiya Pasc
STRATEGIC ADVISERS LLC | Wealth Management Planning Consultant I
HAPPY VALLEY, OR
Some features on this profile are disabled
CRD#: 6334702
Professional summary
Anastasiya Pasc, who also goes by Anastasiya Bondarchuk, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Happy Valley, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Tigard, Oregon.
Anastasiya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Anastasiya has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Wealth Management Planning Consultant, I partner with your Wealth Management Advisor and our team of specialists to understand your goals and objectives and to help you and your family build a financial plan specific to your needs. I strive to provide an experience that is warm, approachable, and helpful with each interaction.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anastasiya Bondarchuk
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.
OBA-100790|OrgNmn:Anastasiya Pasc |Org Addr:Happy Vall,Oregon,US|OBA Nature:Amazon Kindle Publishing |Invst Rel:N|Title:Sole Proprietor|Duties:create content, outsouce conent creation and publish low content ebooks books and print books using amazon kindle direct publishing |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Anastasiya Pasc'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®
NoneEducation
Portland State University
Bachelor of Business Administration - Finance
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224RIA
CRD#: 104555
HAPPY VALLEY, OR
Current
May 1, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224BD
CRD#: 7784
Tigard, OR
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TIGARD, OR
Past
June 29, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TIGARD, OR
Past
October 31, 2014 - March 17, 2015
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
LAKE OSWEGO, OR
Past
September 11, 2014 - March 17, 2015
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
LAKE OSWEGO, OR
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
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
RR
Alabama(8/10/2021)
RR
Alaska(5/17/2018)
RR
Arizona(5/17/2018)
RR
Arkansas(5/17/2018)
RR
California(5/1/2015)
RR
Colorado(5/17/2018)
RR
Connecticut(5/17/2018)
RR
Delaware(8/10/2021)
RR
District of Columbia(8/10/2021)
RR
Florida(1/5/2018)
RR
Georgia(5/17/2018)
RR
Hawaii(5/17/2018)
RR
Idaho(5/1/2015)
RR
Illinois(5/17/2018)
RR
Indiana(8/10/2021)
RR
Iowa(5/17/2018)
RR
Kansas(8/10/2021)
RR
Kentucky(8/10/2021)
RR
Louisiana(8/10/2021)
RR
Maine(8/10/2021)
RR
Maryland(5/17/2018)
RR
Massachusetts(8/10/2021)
RR
Michigan(5/17/2018)
RR
Minnesota(5/17/2018)
RR
Mississippi(8/10/2021)
RR
Missouri(5/17/2018)
RR
Montana(5/17/2018)
RR
Nebraska(8/10/2021)
RR
Nevada(5/1/2015)
RR
New Hampshire(5/17/2018)
RR
New Jersey(8/10/2021)
RR
New Mexico(5/17/2018)
RR
New York(5/17/2018)
RR
North Carolina(5/18/2018)
RR
North Dakota(8/10/2021)
RR
Ohio(5/18/2018)
RR
Oklahoma(8/10/2021)
RR
Oregon(5/1/2015)
IAR
Oregon(3/31/2025)
RR
Pennsylvania(8/10/2021)
RR
Puerto Rico(4/17/2025)
RR
Rhode Island(8/10/2021)
RR
South Carolina(5/17/2018)
RR
South Dakota(5/17/2018)
RR
Tennessee(5/17/2018)
RR
Texas(5/17/2018)
IAR
Texas(3/31/2025)
RR
Utah(5/17/2018)
RR
Vermont(8/10/2021)
RR
Virginia(5/17/2018)
RR
Washington(5/1/2015)
IAR
Washington(3/31/2025)
RR
West Virginia(8/10/2021)
RR
Wisconsin(8/10/2021)
RR
Wyoming(5/17/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Wealth Management Planning Consultant ICRD#: 104555Happy Valley, ORTRUST BUT VERIFY
Monitor Anastasiya Pasc
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
