Lawrence Passaretti, financial advisor Holbrook NY
63 score

Lawrence Passaretti

CRD Number: 1191641
Current Firm: Professional Planning Services

Lawrence Passaretti (CRD# 1191641) is an Investment Advisor Representative working at Professional Planning Services in Holbrook, NY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
American Portfolios Financial Services, Inc. Holbrook, NY Feb 2010 - Current 6
Cigna Securities Inc. Bloomfield, CT Aug 1985 - Current 31
Connecticut General Life Ins Co Syosset, NY Apr 1985 - Current 31
Eq Financial Consultants, Inc. Melville, NY Jan 1986 - Feb 2010 24
The Equitable Life Assurance Society Of The United States Melville, NY Jan 1986 - Feb 2010 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
S65 NASAA Investment Advisors Law Examination Jan 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Lawrence N. Passaretti
Phone Number: 800-634-3695
Registered State(s):
  • CA
  • CT
  • MD
  • MA
  • NV
  • NJ
  • PA
  • SC
  • FL
By the Numbers
  • Total Assets Under Management
    340
    MILLIONS
  • Total Number of Accounts
    1,702
    ACCOUNTS
  • Average Account Value
    $199,744
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MD, ME, NC, NH, NJ, NM, NV, NY, PA, SC, TN, TX, VA, VT, WA

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BADGES
63

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