Jeffrey M. Pasquerella

RHO TREASURY

NEW YORK, NY 10012

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CRD#: 6741645

Professional summary

Jeffrey Michael Pasquerella is a registered financial advisor currently at RHO TREASURY located in New York, New York and BUNQ located in New York, New York.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO and Series 79TO 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Pasquerella'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

April 2, 2026 - Present

RHO TREASURY

Office #1: 100 Crosby St, New York, NY 10012

RIA

CRD#: 314581

NEW YORK, NY

Current

November 12, 2025 - Present

BUNQ

Office #1: 500 7th Avenue #14b104, New York, NY 10018

CRD#: 334829

NEW YORK, NY

Past

December 4, 2023 - August 16, 2024

DRIVEWEALTH INSTITUTIONAL LLC

CRD#: 33038

New York, NY

Past

December 4, 2023 - November 15, 2024

ONE GROWTH SECURITIES LLC

CRD#: 310890

NEW YORK , NY

Past

August 10, 2020 - January 2, 2023

ARCSTONE SECURITIES LLC

CRD#: 306029

New York, NY

Past

April 14, 2020 - August 16, 2024

DRIVEWEALTH, LLC

CRD#: 165429

New York, NY

Past

February 14, 2020 - April 13, 2020

DRIVEWEALTH, LLC

CRD#: 165429

Chatham, NJ

Past

March 25, 2019 - October 15, 2019

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388

MCDONOUGH, GA

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".

RHO TREASURY

RBB TREASURY LLC | RHO TREASURY | RHO PRIME

CRD#: 314581 / SEC#: 801-125841

RIA

Registered Investment Advisory firm - (6/13/2022 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

Alabama
(2/20/2026)

Alaska
(1/6/2026)

California
(12/19/2025)

Colorado
(12/22/2025)

Connecticut
(1/20/2026)

Delaware
(1/28/2026)

Idaho
(12/19/2025)

Indiana
(2/3/2026)

Iowa
(12/19/2025)

Kansas
(12/22/2025)

Louisiana
(12/23/2025)

Maine
(1/15/2026)

Maryland
(2/5/2026)

Mississippi
(12/19/2025)

Montana
(3/23/2026)

Nebraska
(1/30/2026)

Nevada
(12/19/2025)

New Hampshire
(2/25/2026)

New York
(12/17/2025)

IAR

New York
(4/2/2026)

North Carolina
(4/10/2026)

Ohio
(1/8/2026)

Oklahoma
(12/19/2025)

Oregon
(1/8/2026)

Pennsylvania
(1/20/2026)

Rhode Island
(1/2/2026)

South Carolina
(1/8/2026)

South Dakota
(1/16/2026)

Utah
(12/22/2025)

Virginia
(2/12/2026)

Washington
(3/10/2026)

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 66

Date: 4/2/2026

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/4/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 11/12/2025

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Date: 3/5/2020

Investment Banking Registered Representative Examination

SRO Registrations

FINRA

Current Firm

RHO TREASURY

RBB TREASURY LLC | RHO TREASURY | RHO PRIME

CRD#: 314581 / SEC#: 801-125841

RIA

Registered Investment Advisory firm - (6/13/2022 Approved)

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Contact information

Main Address

100 Crosby St, New York, NY 10012

Mailing Address

Phone number

(855) 743-8746

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

RHO TREASURY 2A BROCHURE (5/23/2025)

Regulatory assets under management

Total Number of Accounts	187
AUM (Assets Under Management)	$ 704,190,866

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

Jeffrey M. Pasquerella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RHO TREASURY

BUNQ

DRIVEWEALTH INSTITUTIONAL LLC

ONE GROWTH SECURITIES LLC

ARCSTONE SECURITIES LLC

DRIVEWEALTH, LLC

DRIVEWEALTH, LLC

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

RHO TREASURY

State Registrations and Notice Filings

Exams

Series 66

Date: 4/2/2026

Series 63

Date: 2/4/2020

Series 99TO

Date: 11/12/2025

Series 79TO

Date: 3/5/2020

FINRA

Current Firm

RHO TREASURY

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RHO TREASURY

TRUST BUT VERIFY

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