Vincent Passariello
Vincent Passariello is a registered investment advisor at Cetera Investment Advisers LLC, based in Middletown, NJ, with 30 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10 Kings Highway, Middletown, NJ, 07748
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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
Vincent is an insurance agent for Martin Insurance Group and Healthpass New York, and also owns Vincent P Passariello Tax Service since 1998, taking about half of Vincent's time. He also has the ability to sell various annuity and insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations7 states
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