Concorde Asset Management
38yrs
Top advisor by experience in Setauket
10yrs
Based in Setauket, New York, Patrick Passaretti is a fiduciary financial advisor with 10 years of industry experience. Patrick joined Osaic Wealth in 2024, after seven years at American Portfolios Advisors and a year at Progressive Advisory Solutions. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 12 advisors with offices in Setauket, and one of 10 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
OfficeSetauket, NY
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowOsaic Wealth, Inc.Current firm
- 2018 – 2024American Portfolios Advisors, Inc.Previously
- Dec 2016 – Dec 2017Progressive Advisory SolutionsPreviously
Contact Patrick
Setauket, NYOffice · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Osaic Wealth at (800) 821-5100 and ask for Patrick Passaretti. Patrick works from the Setauket, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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