Raymond V. Passaro

SNYDER WEALTH GROUP

MASTIC, NY

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CRD#: 1781358

Professional summary

Raymond Vincent Passaro, who also goes by Ray Passaro, is a registered financial advisor currently at SNYDER WEALTH GROUP located in Mastic, New York and OSAIC WEALTH, INC. located in Mastic, New York.

Raymond is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Raymond has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ray Passaro

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) PRESIDENTIAL LIFE; INVESTMENT RELATED; 69 LYDECKER ST NYACK NY 10960; GENERAL AGENT; STARTED 08/2002; <1 HR/MTH; <1 HR/MTH DURING ST HOURS; SALE OF FIXED ANNUITY PRODUCTS. 2) LI SPORTS SHOTS; NON-INVESTMENT RELATED; 116 MAIN AVE MASTIC NY 11950; OWNER; STARTED 03/03/2011; 20 HRS/MTH; 0 HRS/MTH DURING ST HOURS; PHOTOGRAPH YOUTH SPORTS EVENTS. 2) COACH POSITION: Assistant wrestling coach NATURE: its not a business. I am an assistant wrestling coach at my local HS effective 11/15/2019 INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 20 START DATE: 11/15/2019 ADDRESS: 240 Mastic Beach Rd, Mastic Beach NY 11951, United States DESCRIPTION: I am an assistant wrestling coach at my local HS effective 11/15/2019 3) MARK J SNYDER FINANCIAL SERVICES POSITION: Investment Advisor Rep NATURE: Investment Advisory Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 7 START DATE: 01/10/2022 ADDRESS: 1733 Ocean Ave, Medford NY 11763, United States DESCRIPTION: Managing client accounts in an Investment Advisory role

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Vincent Passaro's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 18, 2021 - Present

SNYDER WEALTH GROUP

RIA

CRD#: 106425

MASTIC, NY

Current

May 14, 2002 - Present

OSAIC WEALTH, INC.

RIA

CRD#: 23131

MASTIC, NY

Past

April 16, 2021 - December 31, 2021

LONG ISLAND FINANCIAL ADVISORS, INC.

RIA

CRD#: 123439

MASTIC, NY

Past

January 25, 1996 - May 7, 2002

CAPITAL ONE INVESTMENT SERVICES LLC

CRD#: 25658

MELVILLE, NY

Past

March 23, 1995 - March 25, 1996

CAL FED INVESTMENTS

CRD#: 19631

SACRAMENTO, CA

Past

July 11, 1990 - October 11, 1994

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

April 18, 1989 - May 13, 1989

U.S. ADVISORS, INC.

CRD#: 10721

Past

March 29, 1989 - May 5, 1989

WELLSHIRE SECURITIES, INC.

CRD#: 17939

Past

March 24, 1988 - March 10, 1989

INVESTORS CENTER, INC.

CRD#: 14670

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SNYDER WEALTH GROUP

MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT

CRD#: 106425 / SEC#: 801-38888

RIA

Registered Investment Advisory firm - (5/9/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(10/1/2013)

Connecticut
(7/31/2009)

Florida
(5/16/2002)

New Jersey
(6/25/2013)

New York
(5/21/2002)

IAR

New York
(11/18/2021)

North Carolina
(8/12/2009)

Pennsylvania
(2/7/2012)

South Carolina
(7/31/2009)

Virginia
(5/13/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 4/18/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/1988

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SNYDER WEALTH GROUP

MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT

CRD#: 106425 / SEC#: 801-38888

RIA

Registered Investment Advisory firm - (5/9/1991 Approved)

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Contact information

Main Address

1733 N Ocean Ave Suite B, Medford, NY 11763

Mailing Address

Phone number

(631) 289-4224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,712
AUM (Assets Under Management)	$ 375,659,897

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Raymond V. Passaro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Vincent Passaro's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

LONG ISLAND FINANCIAL ADVISORS, INC.

CAPITAL ONE INVESTMENT SERVICES LLC

CAL FED INVESTMENTS

NYLIFE SECURITIES LLC

U.S. ADVISORS, INC.

WELLSHIRE SECURITIES, INC.

INVESTORS CENTER, INC.

Primary Firm SEC Registration

SNYDER WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 4/18/1988

SIE

Date: 10/1/2018

Series 7

Date: 3/19/1988

FINRA

Current Firm

SNYDER WEALTH GROUP

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SNYDER WEALTH GROUP

TRUST BUT VERIFY

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