Anthony Passerino
Anthony Passerino is a registered investment advisor at Vision Retirement, based in Ridgewood, NJ, with 29 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 1,119 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vision Retirement offers Fiduciary Investment Management services, where they rely on third-party intellectual property for investment allocations and strategies. They also offer Robo-Investment Management (VR Robo) through Betterment LLC, which provides automated investing with guidance from a financial advisor. The fees for Fiduciary Investment Management have a maximum of 1.25% of the dollars invested. Robo Investment Management is a fixed percentage of 0.75% of the account value.
Location
171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ, 07450
Get directionsHistory
Regulatory History (3)
Regulatory
October 2010Customer Dispute
February 2009Criminal
March 2007Other Business ActivitiesSells Insurance
Anthony is involved in several business activities, including Aggressive Hockey Management Inc, Saint Thomas Aquinas College (as a soccer coach and professor), Advisor Group CPA LLC, Anthony Passerino CPA (tax preparation/accounting), The Lanza Financial Group LLC (DBA for LPL business), Prestige Management LLC (real estate rental), and Schwack, Garbutt and Passerino CPA's LLC (tax preparation/accounting). He also sells non-variable insurance products.
Employment History
Current Registrations
Vision Retirement
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
C.J.M. Asset Management, LLC
C. J. M. Planning CORP.Broker
State Registrations7 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.