Christopher Pascucci
Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Dublin, OH 43016
Credentials
Series 63, Series 65
Industry experience
7 years
Christopher Pascucci is a financial advisor with Primerica Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Cass Information Systems, Serenity Gardens LLC, Fusion Alliance, and Indiana Interactive, in addition to his ongoing tenure at Primerica since 2013. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a percentage-based tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
7215 Sawmill Rd, Unit F Ste 25 A
Dublin, OH 43016
Ohio
Cass Information Systems
2023 - 2024 (1 year)
Primerica Advisors
2021 - Present (5 years)
Serenity Gardens LLC
2020 - 2021 (1 year)
Primerica Advisors
2017 - 2020 (3 years)
Fusion Alliance
2016 - 2022 (6 years)
Indiana Interactive
2015 - 2016 (1 year)
Primerica Financial Services
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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