Morgan Stanley
46yrs
Top advisor by experience in Woodland Hills
36yrs
Based in Woodland Hills, California, Patrick Pascal is a fiduciary financial advisor with 36 years of industry experience. Patrick joined Chelsea Management in 2026, after two years at DTF Management. Chelsea Management offers investment management and is paid through a percentage of assets.
One of 373 advisors with offices in Woodland Hills, and one of 329 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience in California
Office5855 Topanga Canyon Blvd. Suite 205, Woodland Hills, CA 91367
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.08 million
Advisors at the firm2
States licensed ?1 state
Services through Chelsea Management
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowChelsea Management CompanyCurrent firm
- 2009 – 2011DTF Management LLCPreviously
- 2000 – 2008DTF Management LLCPreviously
Contact Patrick
(213) 362-9200Chelsea Management main office 5855 Topanga Canyon Blvd. Suite 205Woodland Hills, CA 91367Office · Get directions X (Twitter) pageChelsea Management
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Chelsea Management at (213) 362-9200 and ask for Patrick Pascal. Patrick works from the Woodland Hills, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1991, about 36 years. Top 7% by experience in California.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Chelsea Management reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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