Michael
Passante
Focused Wealth Management, Inc
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About this Advisor
Michael Passante is a certified financial planner based in Newburgh, New York, who has 8 years of industry experience. Passante is currently employed by Focused Wealth Management, Inc. Throughout their career, they have worked at Securities America, Inc and Focused Wealth Management, Inc. Passante has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey, New York and Texas. Focused Wealth Management, Inc is an advisory firm that has its headquarters in Newburgh, NY. It administers $949 million in assets between its 1,943 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm provides financial advisory services to three charitable organizations. Of its 1,943 accounts, just 11% belong to high-net-worth individuals who have more than $1 million in investable assets. Focused Wealth Management, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely depend on the services offered. However, fees billed by Focused Wealth Management, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Focused Wealth Management, Inc Brokerage Details
$949,348,874
18
1,943
$488,600
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Passante Work History
Michael has been registered as a financial advisor for 8 years.*
Focused Wealth Management, Inc
Securities America, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Passante 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 Focused Wealth Management, Inc
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
