Pasco Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$34,580,049
Clients
210
Advisors
2
of 2 employees
About
Pasco Advisors primarily serves individual clients, including many high‑net‑worth households, while also working with business and corporate clients and small pension plans. The firm provides discretionary portfolio management and financial planning services that cover tax, insurance, retirement and estate planning, delivered through consultations and written plans.
The firm takes a conservative, low‑turnover approach, placing client assets in general securities (stocks and bonds), mutual funds (including ETFs) and government securities, and it relies on market publications and rating services rather than in‑house security analysis. For exposures the firm does not manage directly—typically “alternative” strategies such as commodities or managed futures—it helps clients select and monitor third‑party money managers and shares a portion of those managers’ fees as compensation for that service.
Distinctive operational features disclosed in the brochure include the principal’s concurrent insurance sales activity and ownership of a tax‑preparation business, each consuming a material portion of annual work time and creating potential conflicts that the firm discloses to clients. The firm also notes its use of fee‑sharing arrangements with outside managers, its oversight practices (weekly reviews of managed accounts), its roughly $38.6 million in discretionary assets, and that it does not accept securities commissions or vote client proxies.
Client services
Expertise
Fee options
Up to $200/hour for financial planning, negotiable
Account minimum: $100,000 (generally, but accommodations may be made based on individual situations)
Main office
5 A Pasco Dr.
East Windsor CT 06088
Advisors at this office
2
Most active in
Connecticut
Also doing business as
Pasco Advisors, LLC · Scranton Advisors, LLC · Scranton Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
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.
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