Christopher Bozzuto, financial advisor Concord CA

Christopher Bozzuto

CRD Number: 7020778
Current Firm: Mutual Of Omaha Investor Services, Inc.

Christopher Bozzuto (CRD# 7020778) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services Sacramento, CA Jan 2020 - Current 2
Mutual Of Omaha Insurance Company Gold River, CA Mar 2018 - Current 4
Bozzuto Health & Life Inc. Fair Oaks, CA Nov 2011 - Current 11
Mutual Of Omaha Investor Services Gold River, CA Sep 2018 - Jan 2020 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2019
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Christopher J. Bozzuto
Phone Number: 402-351-3102
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $370,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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