Joseph Passaniti
Joseph Passaniti is a registered investment advisor at Cetera Investment Advisers LLC, based in Briarcliff Manor, NY, with 7 years of industry experience. Joseph 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
1249 Pleasantville Rd, Briarcliff Manor, NY, 10510
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a director at Hudson Financial Services, focusing on tax and financial planning, dedicating full-time hours. He also serves as Treasurer/Board Member for The Jesse A. Collyer, Jr. Youth Sports Leagues of Ossining, Inc. and Vice-President of Hudson Tax Services LLC, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations8 states
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