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Dante Paul Pasqualoni

Investment adviser representative at Innovative Asset Advisors Group
12 yearsExperience
1 stateRegistered in
$297.9MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Innovative Asset Advisors GroupJan 2026 to now
  2. Veralto CorporationNov 2023 to Dec 2025
  3. LinksquaresMay 2023 to Nov 2023
  4. HometapAug 2022 to Mar 2023
  5. Equitable AdvisorsMay 2021 to May 2022
  6. Full Time Student (bryant University)Aug 2020 to Apr 2021
  7. Northwestern MutualApr 2020 to Jul 2020
  8. Full Time Student (bryant University)Jan 2020 to Mar 2020
  9. Morning BlitzOct 2019 to Dec 2019
  10. Integrated RehabilitationMay 2019 to Aug 2019
  11. Full Time Student (bryant University)Sep 2018 to Apr 2019
  12. Integrated RehabilitationMay 2018 to Aug 2018
  13. Full Time Student (bryant University)Aug 2017 to May 2018
  14. Senior High SchoolSep 2014 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CT).

Innovative Asset Advisors Group

Legal name: Innovative Asset Advisors Group, LLC

$297.9MAssets managed
373Clients
12Advisers
1 yearIn 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
7257518
Firm CRD
336773
Advisor's SEC record (opens in a new tab)
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