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Emmanuel Zisis

11 Years of Experience
Old Brookville, NY
BrokerSells Insurance

Emmanuel Zisis is a registered investment advisor at Cetera Investment Advisers LLC, based in Old Brookville, NY, with 11 years of industry experience. Emmanuel 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

333 Glen Head Rd, Ste 190, Old Brookville, NY, 11545

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Emmanuel is the owner of Clearscopewealth, a financial services/wealth management DBA, dedicating nearly full-time hours to it. He is also an insurance broker and HR consultant, and a vice president for The Peter Latos Prostate Cancer Foundation.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2023 - Present · 3 yrs 4 mos
Cetera Financial Specialists LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Royal Alliance Associates, INC.
April 2021 - January 2023 · 1 yr 9 mos
Royal Alliance Associates, INC.Broker
November 2018 - January 2023 · 4 yrs 2 mos
Signator Investors, INC.Broker
July 2014 - November 2018 · 4 yrs 4 mos
State Registrations3 states
FLNJNY
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.