Anthony Passerino

Current Employers

Employment History

• 05/1993 → Present
  Anthony Passerino, Cpa
  Ridgewood, NJ
• 10/2005 → 09/2018
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2005 → 09/2018
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2018 → Present
  Advisor Group Cpa'S, Llc;
  Ridgewood, NJ
• 09/2018 → Present
  Lpl Financial Llc
  Ridgewood, NJ
• 11/2024 → Present
  The Lanza Financial Group
  Ridgewood, NJ

Previous Registrations

• 2005-10-24 → 2018-09-20
  Cetera Investment Advisers Llc
  Ridgewood, NJ
• 2004-02-13 → 2005-10-24
  C.J.M. Asset Management, Llc
  Pompton Lakes, NJ

Other Businesses

1)09/17/2018 - Coach - Saint Thomas Aquinas College Soccer Coach / Accts - 1% - NOT INVESTMENT RELATED - SPARHILL, NY 10976 - Start Date: 6/2015 - 8 Hrs/Mth - 0 Hrs During Trading. 2)09/17/2018 - Business Owner - Aggressive Hockey Management Inc - 0% - NOT INVESTMENT RELATED - RIDGEWOOD, NJ 07450 - Start Date: 5/1996-0 Hrs/Mth - 0 Hrs During Trading. 3)09/17/2018 - Business Entity For Tax/Investment Purposes Only - Advisor Group CPA LLC - 1% - NOT INVESTMENT RELATED - At Reported Business Location(s) - Start Date: 1/1/2018 - - 1 Hrs/Mth - 1 Hrs During Trading 4) 9/17/2018 - Anthony Passerino CPA - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 4/1990 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 35% - Tax Return Preparation. 5)09/17/2018 - Outside/W-2 Employment - Professor (ST Thomas Aquinas College) - 1% - NOT INVESTMENT RELATED - SPARHILL, NY 10976 - Start Date: 1/1/2016 - 0 Hrs/Mth - 0 Hrs During Trading. 6) 1/25/2019 - The Lanza Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/19/2018 - 160 Hours Per Month/160 Hours During Securities Trading. 7) 10/5/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/13/2018 - 1 Hrs/Mth - 0 Hrs During Trading. 8) 01/25/2022 - Prestige Management LLC - Investment Related -Home Based- Real Estate Rental - Start Date: 10/16/2021 - 4 Hours Per Month/0 Hours During Securities Trading - Buy real estate and rent out and/or flip. 9) 1/25/2023 - Schwack, Garbutt and Passerino CPA's LLC - Investment Related - 303 Molnar Dr - Ste 201 Elmwood Park, NJ 07407 - Tax Prep/Accounting/CPA - CPA - Start Date - 01/01/2023 - 20 Hours Per Month/0 Hours During Securities Trading 10) 06/24/2025 -Vision Retirement, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:11/15/2024 - 80 Hrs/Mth - 80 Hrs During Trading.I provide investment advisory services through Vision Retirement, LLC, an independent investment advisor firm. I started this business activity in 6/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 11) 08/27/2025 - Advisor CPAs PC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:07/01/2025 - 20 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-03
• S63 Uniform Securities Agent State Law Examination
  2001-05-17