PEGASUS ASSET MANAGEMENT INC
SEC Registeredinnovative advisers who provide access to a broad set of exceptional investment opportunities
About the firm
Located in Morristown, New Jersey, Pegasus Asset Management, Inc. is a conservative financial investment adviser with roots extending back to 1987. Under the direction of Co-Presidents Rodd D. Berro and John M. Sebastiano, the firm draws on backgrounds in banking, financial planning, and money management to provide personal service and a unique investment advisory approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Review of financial assets and liabilities; integration of investment, retirement, and estate plans into one consolidated strategy; coordination with outside advisers (legal, accounting, insurance); advice and counsel regarding financially significant life events; and establishment of current goals and objectives.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 158 | $50M |
| High Net Worth Individuals | 126 | $412M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PEGASUS ASSET MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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