Pasco Delfarno
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Pasco DelFarno is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity in 2022, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative I, Financial Representative, and Relationship Manager.
In his current role, Pasco focuses on understanding clients' goals, challenges, and aspirations to co-create holistic financial plans. He emphasizes listening, asking thoughtful questions, and building trust as key components of his service approach.
Pasco holds the CFP® designation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Wealth management
Cash flow / budgeting
Work history
Fidelity Investments
2025 - Present (1 year)
FIdelity Investments
2022 - Present (4 years)
Southern new hampshire university
2020 - 2022 (2 years)
Town Fair Tire
2000 - 2022 (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Manlio D
Series 63, Series 66
Brooklyn, CT
Fidelity
Manlio DiRocco is a Financial Consultant I at Fidelity Investments, where he currently supports clients in managing their financial plans. He has been with Fidelity Investments since 2021, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative I, II, and III before his current position. His experience at Fidelity Investments spans client relationship management and investment solutions, providing him with a foundation in financial consulting. Manlio holds insurance licenses in Arkansas and California, enabling him to offer insurance-related advice as part of his services. Outside of his professional role, Manlio's personal interests include family activities, fishing, fitness, hiking, motorcycles, and traveling.
Gary P
Series 65
Danielson, CT
Westcott Investment Advisors LLC
Leslie W
CFA®
Hampton, CT
Troika Investment Advisors, LLC
Charles D
Series 65
Woodstock, CT
William Joseph Capital Management, Inc.
Tomasz K
Series 63, Series 66
Putnam, CT
OSAIC Institutions, INC.
Leo G
Series 63, Series 65
Mansfield Center, CT
J. W. Cole Advisors, Inc.
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