John
Passaro

Snyder Wealth Group

CRD#1574451
Investment Advisor
in Manorville, NY

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About this Advisor

John Passaro is a financial advisor based in Manorville, New York, working with Snyder Wealth Group. John has previously held positions at Royal Alliance Associate, Inc, Long Island Financial Advisors, Inc, and Mark J Snyder Financial Services Inc. John has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, John is part of Snyder Wealth Group, which operates out of Manorville, New York. The firm has 7 offices and 10 employees. The firm manages assets totaling $345.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Snyder Wealth Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Manorville, NY

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Snyder Wealth Group Brokerage Details

Total Assets Under Management

$345,487,200

NY Average: $7,464,549,021
Total Number of Employees

10

NY Average: 88
Total Number of Accounts

1,019

NY Average: 3,892
Average Account Size

$339,045

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Passaro Work History

2021 - Present (3 years)

Mark J Snyder Financiak Services Inc

2002 - Present (22 years)

Royal Alliance Associate, Inc

2003 - 2021 (18 years)

Long Island Financial Advisors, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Passaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Snyder Wealth Group

Christopher Ippolito
Medford, NY
Eric Taitz
Medford, NY
Boyan Doytchinov
Medford, NY
John Passaro
Manorville, NY
Raymond Passaro
Mastic, NY
Barry Phillips
Medford, NY
Alan Tanenblatt
Medford, NY
Earl Ketry
Medford, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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