Vincent Gus Passarella

Current Employers

Employment History

• 05/2010 → Present
  Vincent Passarella Cpa Mba Inc
  Glendora, NJ
• 06/2021 → 09/2025
  Avantax Investment Services, Inc
  Glendora, NJ
• 06/2021 → 09/2025
  Avantax Advisory Services
  Glendora, NJ
• 05/2010 → Present
  Vincent Passarella Cpa Mba Inc D/B/A Passarella Smarra Cpa
  Glendora, NJ
• 03/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Glendora, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Glendora, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-02-28 → 2025-09-05
  Avantax Advisory Services
  Glendora, NJ
  Dallas, TX

Other Businesses

1) Vincent Passarella CPA MBA Inc D/B/A Passarella Smarra CPA; President; Full service certified public accountant practice. Prepare tax returns, prepare financial statements, prepare sales tax returns, prepare payroll tax returns, tax consulting.; IR; 130; 05/18/2010; 830 E. Evesham Road Glendora NJ 08029; Manage business accounts, review/prepare tax returns, solicit new business/onboard new clients, prepare financial statements, prepare sales tax returns, prepare payroll tax returns, hire and manage current staff. Once licensed, I will be conforming my financial planning, meeting with clients, and financial advice. All investments will be completed through Avantax. 2) HEALTHPASS NEW YORK; Agent; Insurance Agent; IR; 5; 01/01/2011; 80 PINE ST, NEW YORK Middletown NY 07748; CONTACT CLIENTS,INSURANCE CARRIERS,GENERAL AGENCY,MAKE PHONE CALLS RETURN PHONE CALLS 3) Vincent p passariello tax service; Owner; Accounting Services/Tax Preparation; NIR; 100; 01/01/1998; 10 KINGS HWY Middletown NJ 07748; I PREPARE TAX RETURNS,SCHEDULE APPOINTMENTS,MAKE AND RETURN CLIENT TELEPOHONE CALLS,SCHELDULE EMPOYEES WORH HOURS 4) MARTIN INSURANCE GROUP; Agent; Insurance Agent; IR; 5; 01/01/2017; 259 PROSPECT PLAINS RD, BUILDING F CRANBURY NJ 08512; MEET WITH CLIENTS,MAKE AND RETURN TELEPHONE CALLS,CONTACT INSURANCE CARRIES AND GENERAL AGENT

Exams

• S66 Uniform Combined State Law Examination
  2022-02-26

Other Names

• Vincent P Passarella
• Vince Gus Passarella
• Vincent Passarella