Anthony Passerino
Investment adviser representative at Vision Retirement
33 yearsExperience
1 stateRegistered in
$633.7MFirm assets
4 yearsFirm in business
Are you Anthony Passerino? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Vision RetirementJan 2026 to now
- The Lanza Financial GroupNov 2024 to now
- LPL Financial LLCSep 2018 to now
- Advisor Group Cpa's, LLC;Jan 2018 to now
- Anthony Passerino, CpaMay 1993 to now
- Cetera Financial Specialists LLCOct 2005 to Sep 2018
- Cetera Investment Advisers LLCOct 2005 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Vision Retirement
Legal name: Vision Retirement, LLC
$633.7MAssets managed
1,119Clients
7Advisers
4 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
- 2759051
- Firm CRD
- 173064