CS
CS

Charles Salvatore Sperrazza

39 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Loading...

Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Charles is a wealth manager at The Financial Guys, spending about a quarter of his time on this activity, and works in sales at Queen City Financial Group for about half his time. He also works as an actor for Gravesend, LLC and owns real estate, but spends minimal time on these activities.

Employment History
Current Registrations
Blackridge Asset Management, LLC
August 2021 - Present · 4 yrs 6 mos
Peak Brokerage Services, LLCBroker
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Next Financial Group, INC.Broker
January 2007 - September 2015 · 8 yrs 8 mos
Cadaret, Grant & CO., INC.Broker
March 2004 - January 2007 · 2 yrs 10 mos
Fsc Securities CorporationBroker
April 1999 - April 2003 · 4 yrs
Pruco Securities CorporationBroker
January 1990 - May 1997 · 7 yrs 4 mos
The Prudential Insurance Company of AmericaBroker
January 1990 - December 1993 · 3 yrs 11 mos
Pruco Securities CorporationBroker
May 1987 - December 1989 · 2 yrs 7 mos
Pruco Securities CorporationBroker
November 1983 - December 1989 · 6 yrs 1 mo
The Prudential Insurance Company of AmericaBroker
November 1983 - September 1986 · 2 yrs 10 mos
State Registrations7 states
COFLIAMINYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Charles Salvatore Sperrazza - Financial Advisor | TrueAdvisor