Derek James Ivey
Investment adviser representative at Pasi Investments, LLC
13 yearsExperience
2 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
13 years in the industry.
- Trpc Advisory Services, Inc.Jul 2025 to now
- Pasi Investments, LLCNov 2022 to now
- Wells Fargo BankSep 2021 to Feb 2022
- Best BuyJul 2021 to Jan 2022
- Harvard UniversityJun 2021 to Aug 2022
- TargetMay 2019 to Jan 2020
- Stonehill CollegeAug 2017 to May 2021
- Bj's WholesaleMay 2017 to Jul 2017
- Newtown High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
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
- 7661097
- Firm CRD
- 145640