JP

John Andrew Passaro

36 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
1,709 clients
Average Client Portfolio
$220K average
Assets Under Management
$375.7M

Fee Structure

Financial Planning:Investment management only

Snyder Wealth Group charges an annual fee based on a percentage of the market value of assets under management. Clients may also incur brokerage commissions, transaction fees, and other charges from the custodian. Retirement planning and consulting services are offered for a negotiable fixed or hourly fee. The firm participates in wrap fee programs, which may cost more or less than purchasing services separately.

Areas of Practice
Retirement PlanningInvestment Management
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Advisor Information

Office location

Manorville, NY

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Regulatory History (11)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
December 2022
Judgment / Lien
July 2019
Judgment / Lien
February 2010
Judgment / Lien
December 2009
Judgment / Lien
June 2009
Judgment / Lien
April 2009
Judgment / Lien
August 2008
Judgment / Lien
May 2008
Judgment / Lien
April 2008
Customer Dispute
May 2002
Denied
Criminal
May 1992
Final Disposition
Other Business ActivitiesSells Insurance

John is a statutory agent, sells life insurance and fixed annuities, prepares tax returns, and is an author. He also cares for his daughter full-time and buys/sells sports cards as a hobby.

Employment History
Current Registrations
Snyder Wealth Group
November 2021 - Present · 4 yrs 2 mos
Osaic Wealth, INC. Broker
February 2002 - Present · 23 yrs 11 mos
Previous Registrations
Long Island Financial Advisors, INC.
April 2021 - December 2021 · 8 mos
Nfb Investment Services CORP.Broker
February 1996 - February 2002 · 6 yrs
Fn Investment CenterBroker
November 1993 - March 1996 · 2 yrs 4 mos
Charles Schwab & Co., INC. Broker
March 1993 - April 1993 · 1 mo
Josephthal Lyon & Ross IncorporatedBroker
December 1992 - March 1993 · 3 mos
U.S. Advisors, INC.Broker
April 1989 - May 1989 · 1 mo
Wellshire Securities, INC.Broker
April 1989 - May 1989 · 1 mo
Prescott Steinam INC.Broker
March 1989 - March 1991 · 2 yrs
Investors Center, INC.Broker
October 1986 - March 1989 · 2 yrs 5 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Andrew Passaro - Financial Advisor | AdvisorDiscover