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Derek James Ivey

Pasi Investments, LLC

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About Derek James Ivey

Derek James Ivey is an investment advisor representative at Pasi Investments, LLC. Derek is registered with the state of Connecticut and New York and holds a Series 65 license. Derek has been in the industry since November 2022. Pasi Investments, LLC provides financial planning and investment management services to individuals, businesses, and pension plans. The firm has a total of 734 accounts under management, with approximately $503 million in assets.

Firm Information

Derek Ivey is currently registered with Pasi Investments, LLC. Pasi Investments, LLC is an investment advisor registered with the SEC and located in FARMINGTON, CT. The firm has 1 licensed agent and 4 investment adviser representatives. Pasi Investments, LLC manages approximately $503,293,741 in assets for 734 accounts. Their clients include high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, and state or municipal government entities. They offer portfolio management services for businesses and individuals, as well as pension consulting.
Pasi Investments, LLC

10 TALCOTT NOTCH ROAD

FARMINGTON, CT 06032

$503.29M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derek Ivey’s Registration & Firm History

NY

04/15/2024 - Present

Pasi Investments, LLC (WEST HENRIETTA NY)

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Licenses & Designations

IA

Issued 03/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek James Ivey.
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