CZ
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Christopher Zorza

23 Years of Experience
Phoenix, AZ
Broker

Christopher Zorza is a registered investment advisor at Assetmark, INC., based in Phoenix, AZ, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3200 N. Central Avenue, 7th Floor, Phoenix, AZ, 85012-2426

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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

Christopher works full-time as an Advisor Success Consultant for AssetMark, Inc. He also serves as President of the Arizona Hockey Referee Association and officiates youth hockey games, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Assetmark, INC.
January 2023 - Present · 3 yrs 4 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Capital Brokerage CorporationBroker
January 2008 - August 2014 · 6 yrs 7 mos
Charles Schwab & CO., INC.Broker
March 2004 - December 2006 · 2 yrs 9 mos
Charles Schwab & CO., INC.Broker
September 2000 - December 2002 · 2 yrs 3 mos
State Registrations4 states
AZCAHINV
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.