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Richard V

Series 66

East Windsor, CT

Pasco Advisors, LLC

Richard Villeneuve is a financial advisor at Pasco Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Pasco Advisors since 2016. In addition to his advisory role, Villeneuve operates an insurance brokerage specializing in fixed annuities, life, Medicare, health, and long-term care insurance, and owns Pasco Tax Advisory Group LLC, which prepares and files personal and business income tax returns. Pasco Advisors primarily serves individual clients, including many high-net-worth households, as well as business and corporate clients and small pension plans. The firm offers discretionary portfolio management and financial planning services using a conservative, low-turnover approach, investing in general securities, mutual funds, and government securities, while assisting clients in selecting third-party managers for alternative strategies.

Private / alternative investments General tax planning Income planning
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Richard V

Series 65

East Windsor, CT

Pasco Advisors, LLC

Richard Villeneuve is a financial advisor at Pasco Advisors, LLC with a Series 65 designation. He began his industry career in 2024 and previously worked at Regeneron for six years. Pasco Advisors primarily serves individual clients, including many high-net-worth households, as well as business and corporate clients and small pension plans. The firm offers discretionary portfolio management and financial planning services, emphasizing a conservative, low-turnover approach and utilizing third-party managers for certain alternative investments.

Private / alternative investments General tax planning Income planning
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