Charles Quattrochi
Charles Quattrochi is a registered investment advisor at Cetera Investment Advisers LLC, based in Indian Head Park, IL, with 35 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Indian Head Park, IL
Get directionsHistory
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 provides accounting services and tax preparation through P's & Q's Financial Corp, dedicating about a quarter of his time. He also works as an insurance agent and provides client service through Avantax Insurance Agency/Services, dedicating minimal time, and is an inactive board member for Global Medical Foundation Inc.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
William Blair & Company L.L.C.Broker
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.