William Pasnau has been President/CEO of Pasnau Investment Management since June 1999, is a control person of the firm and directly owns 75% or more of it. William Pasnau holds a BA from Hamilton College and an MBA from Fairleigh Dickinson 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.
Bill Pasnau is Founder & President of Pasnau Investment Management. He started the firm in 1999 and works with clients approaching retirement on turning a lifetime of saving into income that lasts. He began advising clients in 1992, after seven years at Brown Brothers Harriman.
- – present · 26 yearsNew Milford, CT · Adviser representative · Firm CRD 125647
Investment adviser representative registrations
William Pasnau is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2000; the most recent is Texas, in November 2025.
- ConnecticutSince 3 January 2000
- TexasResidentSince 19 November 2025
Examinations
No examinations are on William Pasnau’s record.
- Full name
- William C. Pasnau
- CRD
- 4417325
- Firm
- Pasnau Investment Management · CRD 125647
- Role
- President/CEO
- Office
- New Milford, CT
- Registration
- Investment adviser registration
- In the industry since
- January 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pasnau.com
Where does William Pasnau work?
William Pasnau has been President/CEO of Pasnau Investment Management, Inc. since June 1999, and is a control person of the firm.
Is William Pasnau a financial advisor?
Yes. William Pasnau has a current investment-adviser registration in Connecticut and Texas, through Pasnau Investment Management since January 2000.
How many years of experience does William Pasnau have?
William Pasnau has 26 years in the financial industry, since January 2000, across 1 adviser firm.
Where is William Pasnau based?
William Pasnau’s registered office is in New Milford, CT.
Is William Pasnau registered with FINRA?
No. William Pasnau has no current broker registration.
How can I verify William Pasnau’s record?
Search CRD 4417325 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Pasnau’s full registration record.
