Richard Passanisi (CRD# 5625235) is an Investment Advisor Representative working at Edward Jones in Newton, MA and has 1 year of experience in the finance industry.
CRD# 5173053
Fidelity Personal And Workplace Advisors
CRD# 4689919
Abraham, Robert Ralph Jr
CRD# 2931681
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2022 - Current | 2 |
| Unemployed | Agawam, MA | May 2021 - Apr 2022 | < 1 |
| Department Of Justice | San Juan, PR | Oct 2018 - May 2021 | 2 |
| Cook County State's Attorneys Office | Chicago, IL | Dec 2014 - Aug 2018 | 3 |
| Unemployed | Chicago, IL | Aug 2014 - Dec 2014 | < 1 |
| Camp Foley | Pine River, MN | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- MA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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