Charles Kassatly
Charles Kassatly is a registered investment advisor at Cetera Investment Advisers LLC, based in Merrick, NY, with 28 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
31 Merrick Ave, Suite 150, Merrick, NY, 11566
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the 100% owner of Hamilton Capital Inc. He provides financial consulting services through Cetera.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Fahnestock & CO. INC.Broker
Prime Charter LTD.Broker
Barington Capital Group, L.P.Broker
State Registrations13 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.