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Lawrence Nicholas Passaretti

PPS ADVISORS, INC.·HOLBROOK, New York
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4250 VETERANS MEMORIAL HIGHWAY, HOLBROOK, NY 11741CRD# 1191641Firm CRD# 152702
01

About

Lawrence Nicholas Passaretti is a registered financial advisor based in HOLBROOK, New York, affiliated with PPS ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PPS ADVISORS, INC.
PROFESSIONAL PLANNING SERVICES
AUM
$363M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at PPS ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1191641
Firm CRD# 152702
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence Nicholas Passaretti offer?
Lawrence Nicholas Passaretti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLBROOK, New York for a consultation.
What are Lawrence Nicholas Passaretti's credentials?
Lawrence Nicholas Passaretti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Nicholas Passaretti located?
Lawrence Nicholas Passaretti is based in HOLBROOK, New York, working with PPS ADVISORS, INC.. Their office serves clients in the HOLBROOK metropolitan area and surrounding communities.
How does Lawrence Nicholas Passaretti charge for services?
Lawrence Nicholas Passaretti's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PPS ADVISORS, INC.?
PPS ADVISORS, INC. has approximately 18 employees and manages $363M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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