Vincent Philip Passariello

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → 02/2019
  Waddell & Reed, Inc.
  Middletown, NJ
• 01/1998 → Present
  Vincent P Passariello Tax Service
  Middletown, NJ
• 02/2019 → 09/2025
  Avantax Investment Services, Inc.
  Middletown, NJ
• 02/2019 → 09/2025
  Avantax Advisory Services
  Middletown, NJ
• 02/2019 → 09/2025
  Avantax Insurance Agency, Llc
  Middleton, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Middletown, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-02-20 → 2025-09-05
  Avantax Advisory Services
  Middletown, NJ
• 2005-01-26 → 2019-02-22
  Waddell & Reed
  Middletown, NJ
  Charleroi, PA
  Morristown, NJ
  Morristown, NJ

Other Businesses

MARTIN INSURANCE GROUP~'NIR'~259 PROSPECT PLAINS RD, BUILDING F~CRANBURY~NJ~08512~Insurance Agent~Agent~1/1/2017~5hrs~5hrs~MEET WITH CLIENTS,MAKE AND RETURN TELEPHONE CALLS,CONTACT INSURANCE CARRIES AND GENERAL AGENT|HEALTHPASS NEW YORK~'NIR'~80 PINE ST, NEW YORK~Middletown~NY~07748~Insurance Agent~Agent~1/1/2011~5hrs~5hrs~CONTACT CLIENTS,INSURANCE CARRIERS,GENERAL AGENCY,MAKE PHONE CALLS RETURN PHONE CALLS|vincent p passariello tax service~'NIR'~10 KINGS HWY~Middletown~NJ~07748~Accounting Services/Tax Preparation~Owner~1/1/1998~100hrs~100hrs~I PREPARE TAX RETURNS,SCHEDULE APPOINTMENTS,MAKE AND RETURN CLIENT TELEPOHONE CALLS,SCHELDULE EMPOYEES WORH HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-16
• S63 Uniform Securities Agent State Law Examination
  1996-02-26

Other Names

• Vincent P Tassariello
• Vincent Passariello
• Vincent Philip Passariello
• Vincent P Passariello