BZ
BZ

Broderick Charles Zisko

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
139 advisors
Number of Clients
5,608 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.3B

Fee Structure

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Location

101 Federal St, Suite 1900, Boston, MA, 02110

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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

Broderick works as an investment advisor representative for McAdam LLC, a registered investment advisor, dedicating full-time hours. He also works as an agent for McAdam Institutional Brokerage, generating fixed insurance sales for a few hours per week, and prepares client taxes for The Zisko Tax Group for about 10-20% of his time.

Employment History
Current Registrations
Mcadam LLC
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2016 - November 2018 · 2 yrs 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Broderick Charles Zisko - Financial Advisor | TrueAdvisor