Unclaimed Profile

Patrick C Passaretti

PROGRESSIVE ADVISORY SOLUTIONS LLC·HOLBROOK, New York

SIE, Series 7, Series 66Clean record9 years registeredPROGRESSIVE 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 · 9 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Oct 2024 – present

AMERICAN PORTFOLIOS ADVISORS, INC

Jan 2018 – Oct 2024

HOLBROOK, NY

PROGRESSIVE ADVISORY SOLUTIONS

Dec 2016 – Dec 2017

HOLBROOK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 14, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROGRESSIVE ADVISORY SOLUTIONS LLC

CRD 282149 · SEC 801-107758

AUM

$255M

Regulatory assets under management

Employees

1,239 client accounts

Services offered by PROGRESSIVE ADVISORY SOLUTIONS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PROGRESSIVE ADVISORY SOLUTIONS LLC →

Introduction

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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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