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Patrick C Passaretti

PROGRESSIVE ADVISORY SOLUTIONS LLC·HOLBROOK, New York
Clean recordPROGRESSIVE ADVISORY SOLUTIONS LLC
4250 VETERANS HIGHWAY, SUITE 101B, HOLBROOK, NY 11741CRD# 6484832Firm CRD# 282149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick C Passaretti · HOLBROOK, NY
Registration
CRD #6484832 · PROGRESSIVE ADVISORY SOLUTIONS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick C Passaretti is a registered financial advisor based in HOLBROOK, New York, affiliated with PROGRESSIVE ADVISORY SOLUTIONS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PROGRESSIVE ADVISORY SOLUTIONS LLC
PROGRESSIVE ADVISORY SOLUTIONS
AUM
$255M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PROGRESSIVE ADVISORY SOLUTIONS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6484832
Firm CRD# 282149
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick C Passaretti offer?
Patrick C Passaretti specializes in Investment Management, Wealth Management. Contact their office in HOLBROOK, New York for a consultation.
What are Patrick C Passaretti's credentials?
Patrick C Passaretti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick C Passaretti located?
Patrick C Passaretti is based in HOLBROOK, New York, working with PROGRESSIVE ADVISORY SOLUTIONS LLC. Their office serves clients in the HOLBROOK metropolitan area and surrounding communities.
How does Patrick C Passaretti charge for services?
Patrick C Passaretti's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROGRESSIVE ADVISORY SOLUTIONS LLC?
PROGRESSIVE ADVISORY SOLUTIONS LLC has approximately 4 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROGRESSIVE ADVISORY SOLUTIONS LLC

Clifford Thomas Walsh
HOLBROOK, NY

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