AP
Anthony Passerino
VISION RETIREMENT
Ridgewood, NJ 07450
Some features on this profile are disabled
CRD#: 2759051
AP
Professional summary
Anthony Passerino is a registered financial advisor currently at VISION RETIREMENT located in Ridgewood, New Jersey and LPL FINANCIAL LLC located in Ridgewood, New Jersey.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Anthony has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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)09/17/2018 - Coach - Saint Thomas Aquinas College Soccer Coach / Accts - 1% - NOT INVESTMENT RELATED - SPARHILL, NY 10976 - Start Date: 6/2015 - 8 Hrs/Mth - 0 Hrs During Trading. 2)09/17/2018 - Business Owner - Aggressive Hockey Management Inc - 0% - NOT INVESTMENT RELATED - RIDGEWOOD, NJ 07450 - Start Date: 5/1996-0 Hrs/Mth - 0 Hrs During Trading. 3)09/17/2018 - Business Entity For Tax/Investment Purposes Only - Advisor Group CPA LLC - 1% - NOT INVESTMENT RELATED - At Reported Business Location(s) - Start Date: 1/1/2018 - - 1 Hrs/Mth - 1 Hrs During Trading 4) 9/17/2018 - Anthony Passerino CPA - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 4/1990 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 35% - Tax Return Preparation. 5)09/17/2018 - Outside/W-2 Employment - Professor (ST Thomas Aquinas College) - 1% - NOT INVESTMENT RELATED - SPARHILL, NY 10976 - Start Date: 1/1/2016 - 0 Hrs/Mth - 0 Hrs During Trading. 6) 1/25/2019 - The Lanza Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/19/2018 - 160 Hours Per Month/160 Hours During Securities Trading. 7) 10/5/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/13/2018 - 1 Hrs/Mth - 0 Hrs During Trading. 8) 01/25/2022 - Prestige Management LLC - Investment Related -Home Based- Real Estate Rental - Start Date: 10/16/2021 - 4 Hours Per Month/0 Hours During Securities Trading - Buy real estate and rent out and/or flip. 9) 1/25/2023 - Schwack, Garbutt and Passerino CPA's LLC - Investment Related - 303 Molnar Dr - Ste 201 Elmwood Park, NJ 07407 - Tax Prep/Accounting/CPA - CPA - Start Date - 01/01/2023 - 20 Hours Per Month/0 Hours During Securities Trading 10) 06/24/2025 -Vision Retirement, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:11/15/2024 - 80 Hrs/Mth - 80 Hrs During Trading.I provide investment advisory services through Vision Retirement, LLC, an independent investment advisor firm. I started this business activity in 6/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 11) 08/27/2025 - Advisor CPAs PC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:07/01/2025 - 20 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Passerino's 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®
NoneExperience
Current
November 19, 2024 - Present
VISION RETIREMENT
Office #1: 171 East Ridgewood Avenue Suite 205, Ridgewood, NJ 07450RIA
CRD#: 173064
Ridgewood, NJ
Current
September 18, 2018 - Present
LPL FINANCIAL LLC
Office #1: 171 E Ridgewood Ave Ste 201, Ridgewood, NJ 07450RIA
BD
CRD#: 6413
Ridgewood, NJ
Past
October 2, 2018 - February 18, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
RIDGEWOOD, NJ
Past
October 24, 2005 - September 20, 2018
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
RIDGEWOOD, NJ
Past
October 24, 2005 - September 20, 2018
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
RIDGEWOOD, NJ
Past
February 13, 2004 - October 24, 2005
C.J.M. ASSET MANAGEMENT, LLC
RIA
CRD#: 111302
POMPTON LAKES, NJ
Past
June 27, 1996 - October 24, 2005
C. J. M. PLANNING CORP.
BD
CRD#: 5698
POMPTON LAKES, NJ
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".
VR
VISION RETIREMENT
THE LANZA FINANCIAL GROUP | VISION RETIREMENT, LLC | VISION RETIREMENT
CRD#: 173064 / SEC#: 801-126524
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)New Jersey
Registered Investment Advisory firm - (9/30/2022 Terminated)New York
Registered Investment Advisory firm - (9/14/2022 Terminated)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.RR
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
RR
California(9/18/2018)
RR
Florida(11/18/2020)
RR
New Jersey(9/18/2018)
IAR
New Jersey(11/19/2024)
RR
New York(9/18/2018)
RR
North Carolina(9/14/2020)
RR
Pennsylvania(9/18/2018)
RR
Virginia(9/18/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VR
VISION RETIREMENT
THE LANZA FINANCIAL GROUP | VISION RETIREMENT, LLC | VISION RETIREMENT
CRD#: 173064 / SEC#: 801-126524
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)New Jersey
Registered Investment Advisory firm - (9/30/2022 Terminated)New York
Registered Investment Advisory firm - (9/14/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
171 East Ridgewood Avenue Suite 205, Ridgewood, NJ 07450
Mailing Address
Phone number
(201) 447-2212
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 856 |
| AUM (Assets Under Management) | $ 497,261,766 |
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.
