John Passaro
John Passaro is a registered investment advisor at Snyder Wealth Group, based in Manorville, NY, with 37 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 606 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees generally range between 0.50% and 2.50% depending on the level and scope of services required. Fees are negotiable and may vary based on factors such as asset amount, account composition, and complexity.
Fee Estimator
Location
Manorville, NY
Get directionsHistory
Regulatory History (11)
Judgment / Lien
December 2022Judgment / Lien
July 2019Judgment / Lien
February 2010Judgment / Lien
December 2009Judgment / Lien
June 2009Judgment / Lien
April 2009Judgment / Lien
August 2008Judgment / Lien
May 2008Judgment / Lien
April 2008Customer Dispute
May 2002Criminal
May 1992Other Business ActivitiesSells Insurance
John is a statutory agent, sells life insurance and fixed annuities, prepares tax returns, and is an author. He also cares for his daughter full-time and buys/sells sports cards as a hobby.
Employment History
Current Registrations
Snyder Wealth Group
Osaic Wealth, INC.Broker
Previous Registrations
Long Island Financial Advisors, INC.
Nfb Investment Services CORP.Broker
Fn Investment CenterBroker
Charles Schwab & CO., INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
U.S. Advisors, INC.Broker
Wellshire Securities, INC.Broker
Prescott Steinam INC.Broker
Investors Center, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.