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Anthony Passerino

Vision Retirement
30 Years of Experience
Ridgewood, NJ
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Anthony Passerino is a registered investment advisor at Vision Retirement, based in Ridgewood, NJ, with 30 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,119 clients with $630M in assets under management.

Vision Retirement
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,119 clients
Average Client Portfolio
$566K average
Assets Under Management
$633.7M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual fee is 1.25% for standard fiduciary investment management, and up to 2.5% for wrap fee program accounts. Automated investing through VR Robo is charged at a flat 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ, 07450

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2010
Final
Customer Dispute
February 2009
Denied
Criminal
March 2007
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is involved in several business activities, including Aggressive Hockey Management Inc, Saint Thomas Aquinas College (as a soccer coach and professor), Advisor Group CPA LLC, Anthony Passerino CPA (tax preparation/accounting), The Lanza Financial Group LLC (DBA for LPL business), Prestige Management LLC (real estate rental), and Schwack, Garbutt and Passerino CPA's LLC (tax preparation/accounting). He also sells non-variable insurance products.

Employment History
Current Registrations
Vision Retirement
November 2024 - Present · 1 yr 11 mos
LPL Financial LLCBroker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
LPL Financial LLC
October 2018 - February 2025 · 6 yrs 4 mos
Cetera Investment Advisers LLC
October 2005 - September 2018 · 12 yrs 11 mos
Cetera Financial Specialists LLCBroker
October 2005 - September 2018 · 12 yrs 11 mos
C.J.M. Asset Management, LLC
February 2004 - October 2005 · 1 yr 8 mos
C. J. M. Planning CORP.Broker
June 1996 - October 2005 · 9 yrs 4 mos
State Registrations8 states
CAFLNCNJNYPASCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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