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Raymond Vincent Passaro

Investment adviser representative at Snyder Wealth Group
24 yearsExperience
1 stateRegistered in
$382MFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

24 years in the industry.

  1. Snyder Wealth GroupNov 2021 to now
  2. Mark J Snyder Financial Services IncNov 2021 to now
  3. Royal Alliance Associates, Inc.May 2002 to now
  4. Long Island Financial Advisors, Inc.May 2002 to Nov 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1988

State registrations

Registered as an investment adviser representative in 1 state (NY).

Snyder Wealth Group

Legal name: Mark J Snyder Financial Services Inc

$382MAssets managed
606Clients
7Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1781358
Firm CRD
106425
Advisor's SEC record (opens in a new tab)
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