Philip PassalacquaCRD 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 9 years of experience in the finance industry.
Berger Wealth Management, LLC
Anson Capital, Inc.
Melissa L. George & Associates, LLC
|Cetera Investment Services LLC||St.cloud, MN||Nov 2015 - Current||2|
|Regions Bank||Newnan, GA||Nov 2015 - Current||2|
|Cetera Investment Advisers LLC||Newnan, GA||Nov 2015 - Current||2|
|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|
Total Assets Under Management7,816MILLIONS
Total Number of Accounts41,288ACCOUNTS
Average Account Value$189,310
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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