Paul Rizzo
Paul Rizzo is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 31 years of industry experience. Paul 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
10575 N 114th Street, Unit 105, Scottsdale, AZ, 85259
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2025Customer Dispute
July 2021Other Business ActivitiesSells Insurance
Paul sells fixed insurance products, including life, health, annuities, and long-term care, dedicating a few hours per week. He also owns Creative Product Solutions LLC, Rizzo Financial Group, RFG Properties LLC, and the website RetirementRoad.com, and is a referral partner for Prime Corporate Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations19 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.