Mark Passalacqua, financial advisor Orinda CA
93 score

Mark Passalacqua

CRD Number: 5526647
Current Firm: Wells Fargo Advisors, LLC

Mark Passalacqua (CRD# 5526647) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Orinda, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Walnut Creek, CA May 2012 - Current 4
Morgan Stanley Smith Barney Orinda, CA Jun 2009 - May 2012 2
Morgan Stanley Orinda, CA Apr 2008 - Jun 2009 1
Square One Ventures Lafayette, CA Jan 2002 - Apr 2008 6
Handheld Ent San Francisco, CA Jan 2006 - May 2007 1
In Depth Network Dba Sprots Id Lafayette, CA Jan 1997 - Dec 2006 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Mark L. Passalacqua
Phone Number: 314-875-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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