Christian Canzone is a registered investment advisor, based in Newport Beach, CA, with 3 years of industry experience. Christian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4701 Teller Ave, Newport Beach, CA, 92660
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Regulatory History (1)
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Employment Separation After Allegations
September 2025Employment History
Current Registrations
Miramontes Capital, LLC
March 2026 - Present · 7 mos
Balanced Security Planning, INC.Broker
March 2026 - Present · 7 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - October 2025 · 7 mos
Fidelity Personal and Workplace Advisors
November 2022 - March 2025 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
February 2022 - October 2025 · 3 yrs 8 mos
State Registrations1 state
CA
Advisor
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Exams
No exam information available for this advisor.
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