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Colin Cissne

17 Years of Experience
West Chester, PA
1 DisclosureBroker

Colin Cissne is a registered investment advisor at Private Advisor Group, LLC, based in West Chester, PA, with 17 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

15 Brintons Bridge Road, Suite 100, West Chester, PA, 19382

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History

Regulatory History (1)
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Criminal
November 2009
Final Disposition
Other Business Activities

Colin provides investment advisory services through Private Advisor Group, dedicating nearly full-time hours to this activity. He also operates Cissne Wealth Management as a DBA for his LPL business, spending nearly full-time hours on this endeavor as well.

Employment History
Current Registrations
Private Advisor Group, LLC
November 2016 - Present · 9 yrs 6 mos
LPL Financial LLCBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Janney Montgomery Scott LLCBroker
June 2013 - November 2016 · 3 yrs 5 mos
Janney Montgomery Scott LLC
June 2013 - November 2016 · 3 yrs 5 mos
Morgan Stanley
April 2012 - May 2013 · 1 yr 1 mo
Morgan StanleyBroker
March 2012 - May 2013 · 1 yr 2 mos
Nationwide Securities, LLCBroker
September 2009 - January 2012 · 2 yrs 4 mos
Lincoln Financial Distributors, INC.Broker
August 2007 - February 2009 · 1 yr 6 mos
State Registrations12 states
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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.