Ronald Jay Fishman
Investment adviser representative at Pasi Investments, LLC
15 yearsExperience
3 statesRegistered in
$676.3MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Trpc Advisory Services, Inc.Jul 2025 to now
- Pasi Investments, LLCJan 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (CT, MA, TX).
Pasi Investments, LLC
$676.3MAssets managed
439Clients
3Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1449240
- Firm CRD
- 145640