Benjamin Edmund has been Chief Compliance Officer of Pasnau Investment Management since July 2025, is a control person of the firm and directly owns under 5% of it. Benjamin Edmund holds a BS from Quinnipiac University.
Pasnau Investment Management, Inc. is a firm with $129M under management, 233 clients and 2 advisers in one office, as of its August 2026 filing.
Ben Edmund is Investment Manager of Pasnau Investment Management. He manages the firm's portfolios and its planning work and builds the tax and withdrawal strategy behind each plan. He has worked in financial markets for ten years and serves as the firm's Chief Compliance Officer.
- – present · 1 yearNew Milford, CT · Adviser representative · Firm CRD 125647
Professional designations
Listed by Pasnau Investment Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Benjamin Edmund is registered as an investment adviser representative in 2 states. The first approvals date from August 2025; the most recent is Texas, in November 2025.
- ConnecticutSince 5 August 2025
- TexasSince 19 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 January 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8135593
- Firm
- Pasnau Investment Management · CRD 125647
- Role
- Chief Compliance Officer
- Office
- New Milford, CT
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pasnau.com
Where does Benjamin Edmund work?
Benjamin Edmund has been Chief Compliance Officer of Pasnau Investment Management, Inc. since July 2025, and is a control person of the firm.
Is Benjamin Edmund a financial advisor?
Yes. Benjamin Edmund has a current investment-adviser registration in Connecticut and Texas, through Pasnau Investment Management since August 2025.
How many years of experience does Benjamin Edmund have?
Benjamin Edmund has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Benjamin Edmund passed?
Benjamin Edmund passed the Series 65 in January 2024.
Where is Benjamin Edmund based?
Benjamin Edmund’s registered office is in New Milford, CT.
Is Benjamin Edmund registered with FINRA?
No. Benjamin Edmund has no current broker registration.
Is Benjamin Edmund a CFP?
Pasnau Investment Management lists Benjamin Edmund with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Ben Edmund biography, pasnau.com
How can I verify Benjamin Edmund’s record?
Search CRD 8135593 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Edmund’s full registration record.
