Mark Passalacqua is a registered investment advisor at Wells Fargo Advisors, based in Orinda, CA, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
25 Orinda Way, Suite 308, Orinda, CA, 94563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark owns 100% of Square One Ventures LLC with his spouse, a toy and game manufacturer, dedicating a few hours per week. He also holds power of attorney for his mother, spending minimal time on investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations27 states
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