Toney Gizzarelli
Toney Gizzarelli is a registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 10 years of industry experience. Toney 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
Austin, TX
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Toney works as an agent/broker for North Star Consultants & North Star Brokerage selling fixed insurance, dedicating a few hours per week. Toney also works as a financial professional for North Star Resource Group, spending full-time hours providing financial services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations16 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.