Gerry Ciszewski, financial advisor Phoenix AZ
83 score

Gerry Ciszewski

CRD Number: 4512152
Current Firm: Cobiz Wealth

Gerry Ciszewski (CRD# 4512152) is an Investment Advisor Representative working at Cobiz Wealth in Phoenix, AZ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cobiz Wealth Phoenix, AZ Apr 2016 - Current < 1
Wells Fargo Bank Naples, FL Aug 2013 - Apr 2016 2
Contango Capital Advisors Scottsdale, AZ May 2013 - Aug 2013 < 1
Portfolio, LLC Albuquerque, NM Apr 2011 - May 2013 2
M&i Trust Company Milwaukee, WI Mar 2007 - May 2013 6
Fifth Third Securities Petoskey, MI Sep 2002 - Feb 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2016
S63 Uniform Securities State Law Examination May 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gerry L. Ciszewski
Phone Number: 303-291-4700
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    859
    MILLIONS
  • Total Number of Accounts
    1,116
    ACCOUNTS
  • Average Account Value
    $769,639
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, NY, TX, WA

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BADGES
83

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