Vincent Passarella
Vincent Passarella is a registered investment advisor at Cetera Investment Advisers LLC, based in Glendora, NJ, with 4 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
830 E. Evesham Road, Glendora, NJ, 08029
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Vincent is a CPA and President of Passarella Smarra CPA, a full-service accounting practice, taking nearly full-time. He is also an insurance agent for Healthpass New York and Martin Insurance Group, and sells equity indexed annuities through Avantax, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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