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Drew D Pascarella

Vista Point Advisors, LLC

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About Drew D Pascarella

Drew Pascarella is a financial advisor with over 15 years of experience in the financial services industry. Drew is currently registered with Vista Point Advisors, LLC in San Francisco, California. Drew has a strong background in investment banking and securities trading, having previously worked at Citigroup Global Markets Inc. in New York City. Drew is a Series 7, Series 63, and Series 79 licensed professional and holds the SIE exam.

Firm Information

Drew Pascarella is currently registered with Vista Point Advisors, LLC. Vista Point Advisors, LLC is a Limited Liability Company formed in 2011. The firm is registered with the SEC and in 12 states, including California, Colorado, Delaware, Florida, Illinois, Massachusetts, New York, North Carolina, Oregon, Pennsylvania, Texas, and Utah.

Not reported

Assets Under Management

Not reported

Total Clients

5

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.

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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Drew Pascarella’s Registration & Firm History

CA

03/03/2015 - Present

Vista Point Advisors, LLC (SAN FRANCISCO CA)

NY

10/02/2001 - 05/11/2010

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 10/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Drew D Pascarella.
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