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RP
RP

Raymond Vincent Passaro

Snyder Wealth Group
36 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Snyder Wealth Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,709 clients
Average Client Portfolio
$220K average
Assets Under Management
$375.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Minimum Annual Fee:$2,500

Location

Mastic, NY

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Raymond is a general agent for Presidential Life, selling fixed annuity products and dedicating minimal time to this activity. He also owns LI Sports Shots, photographing youth sports events, which takes about 10-20% of his time, and works full-time as an Investment Advisor Rep for Mark J Snyder Financial Services.

Employment History
Current Registrations
Snyder Wealth Group
November 2021 - Present · 4 yrs 3 mos
Osaic Wealth, INC.Broker
May 2002 - Present · 23 yrs 9 mos
Previous Registrations
Long Island Financial Advisors, INC.
April 2021 - December 2021 · 8 mos
Nfb Investment Services CORP.Broker
January 1996 - May 2002 · 6 yrs 4 mos
Fn Investment CenterBroker
March 1995 - March 1996 · 1 yr
Nylife Securities INC.Broker
July 1990 - October 1994 · 4 yrs 3 mos
U.S. Advisors, INC.Broker
April 1989 - May 1989 · 1 mo
Wellshire Securities, INC.Broker
March 1989 - May 1989 · 2 mos
Investors Center, INC.Broker
March 1988 - March 1989 · 1 yr
State Registrations9 states
AZCTFLNCNJNYPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.