Raymond Passaro is a registered investment advisor at Snyder Wealth Group, based in Mastic, NY, with 36 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,709 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Snyder Wealth Group offers investment management services where fees are based on a percentage of the value of your investments. The annual fee generally ranges from 0.50% to 2.50%, charged quarterly in advance. For assets managed indirectly, such as in an employer-sponsored 401(k) or 403(b), the annual fee is 0.50%, and there is a minimum account balance of $100,000. There is a $2,500 minimum annual client fee.
Snyder Wealth Group also offers the Vision 2020 Wealth Management Program with a maximum annual fee of 2.50%.
Location
Mastic, NY
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Regulatory History
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.
Learn about disclosures →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
Osaic Wealth, INC.Broker
Previous Registrations
Long Island Financial Advisors, INC.
Nfb Investment Services CORP.Broker
Fn Investment CenterBroker
Nylife Securities INC.Broker
U.S. Advisors, INC.Broker
Wellshire Securities, INC.Broker
Investors Center, INC.Broker
State Registrations9 states
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.