Philip Passalacqua, financial advisor Newnan GA
93 score

Philip Passalacqua

CRD Number: 5529014
Current Firm: Cetera Investment Advisers LLC

Philip Passalacqua (CRD# 5529014) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newnan, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN Nov 2015 - Current 1
Regions Bank Newnan, GA Nov 2015 - Current 1
Cetera Investment Advisers LLC Newnan, GA Nov 2015 - Current 1
Wells Fargo Advisors, LLC Atlanta, GA Mar 2014 - Nov 2015 1
Wells Fargo Bank Na Atlanta, GA Apr 2011 - Nov 2015 4
Enterprise Rent A Car Union City, GA Jun 2009 - Apr 2011 1
Bank Of America Peachtree City, GA Oct 2008 - Apr 2009 < 1
Banc Of America Investment Services, Inc. Peachtree City, GA Oct 2008 - Apr 2009 < 1
Suntrust Investment Services, Inc. Atlanta, GA May 2008 - Oct 2008 < 1
Suntrust Bank Peachtree City, GA Nov 2006 - Oct 2008 1
Bank Of America Peachtree City, GA Jun 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
S63 Uniform Securities State Law Examination Jul 2008
Contact Info for Philip J. Passalacqua
Phone Number: 888-528-2987
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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