Charles Zisko
Charles Zisko is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pembroke, MA, with 40 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
811 Washington St, #8, Pembroke, MA, 02359
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Regulatory History
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 owns The Zisko Tax Group, CGBE Properties LLC, Charles Zisko and Associates, and GZCZ LLC. He is also an independent insurance agent selling fixed insurance products, and dedicates minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
Allmerica Investments, INC.Broker
Capital Analysts, IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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