CO
CO

Charbel Ojeil

27 Years of Experience
North Brunswick, NJ
BrokerSells Insurance

Charbel Ojeil is a registered investment advisor at Cetera Investment Advisers LLC, based in North Brunswick, NJ, with 27 years of industry experience. Charbel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

622 Georges Road Suite 304, North Brunswick, NJ, 08902

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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 ActivitiesSells Insurance

Charbel is a church council member, tax preparer/owner, owner of Comprehensive Financial Strategies LLC, owner of CFS Business Service, and an independent insurance agent. He also works as a notary public, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
October 2010 - June 2021 · 10 yrs 8 mos
Voya Financial Advisors, INC.Broker
December 2008 - June 2021 · 12 yrs 6 mos
New England Securities Corporation
July 2002 - January 2009 · 6 yrs 6 mos
New England SecuritiesBroker
March 2000 - January 2009 · 8 yrs 10 mos
Signator Investors, INC.Broker
August 1998 - March 2000 · 1 yr 7 mos
State Registrations6 states
FLMNNJNYPAVA
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.