Raymond Passaro
Raymond Passaro is a registered investment advisor at Snyder Wealth Group, based in Mastic, NY, with 36 years of industry experience. Raymond 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
Mastic, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is a general agent for Presidential Life, selling fixed annuity products and dedicating minimal time to this activity. He also owns LI Sports Shots, photographing youth sports events, which takes about 10-20% of his time, and works full-time as an Investment Advisor Rep for Mark J Snyder Financial Services.
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
Nylife Securities INC.Broker
U.S. Advisors, INC.Broker
Wellshire Securities, INC.Broker
Investors Center, INC.Broker
State Registrations9 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.