CP
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Charles Pike

35 Years of Experience
N Syracuse, NY
Broker

Charles Pike is a registered investment advisor, based in N Syracuse, NY, with 35 years of industry experience.

Location

109 N Main Street, N Syracuse, NY, 13212

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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.

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Other Business Activities

Charles owns and operates an accounting and tax practice, Charles K. Pike & Associates, since 1979. This activity takes about half of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2021 - September 2025 · 4 yrs
Avantax Investment Services, INC.Broker
February 1991 - September 2025 · 34 yrs 7 mos
State Registrations8 states
FLMDNCNYOHPASCVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Charles Pike - Financial Advisor | TrueAdvisor