Robert Pascarella has been Minority Owner of Peerless Wealth since December 2025, is not listed as a control person, but directly owns under 5% of the firm. Robert Pascarella holds a Mechanical engineering degree from Ohio Northern University.
Peerless Wealth LLC is a Columbus, OH firm with $149M under management, 220 clients and 4 advisers across 2 offices, as of its August 2026 filing.
Robert Pascarella is Portfolio Manager of Peerless Wealth. He serves as a research analyst for Peerless Wealth and also assists with business development. He is co-portfolio manager on an option-income ETF traded on the NYSE, and became a licensed professional engineer in thermal-fluid systems, specializing in steam and gas turbine technology.
Investment adviser representative registrations
Robert Pascarella is registered as an investment adviser representative in Texas, since December 2023.
- TexasSince 5 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 September 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7636255
- Firm
- Peerless Wealth · CRD 305807
- Role
- Minority Owner
- Office
- 3350 Spring Stuebner Rd. Ste #400, Spring, TX 77389
- Registration
- Investment adviser registration
- In the industry since
- December 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- peerless-wealth.com
Where does Robert Pascarella work?
Robert Pascarella has been Minority Owner of Peerless Wealth LLC since December 2025.
Is Robert Pascarella a financial advisor?
Yes. Robert Pascarella has a current investment-adviser registration in Texas, through Peerless Wealth since December 2023.
How many years of experience does Robert Pascarella have?
Robert Pascarella has 2 years in the financial industry, since December 2023, across 1 adviser firm.
What exams has Robert Pascarella passed?
Robert Pascarella passed the Series 65 in September 2022.
Where is Robert Pascarella based?
Robert Pascarella’s registered office is in Spring, TX.
Is Robert Pascarella registered with FINRA?
No. Robert Pascarella has no current broker registration.
How can I verify Robert Pascarella’s record?
Search CRD 7636255 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Pascarella’s full registration record.
