Colin CissneCRD Number: 5278705
Current Firm: Private Advisor Group, LLC
Colin Cissne (CRD# 5278705) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 10 years of experience in the finance industry.
Legacy Care Wealth, LLC
Brighton Financial Planning
Cfs Investment Advisory Services LLC
|Private Advisor Group, LLC||Morristown, NJ||Nov 2016 - Current||1|
|Lpl Financial, LLC||King Of Prussia, PA||Nov 2016 - Current||1|
|Janney Montgomery Scott LLC||Philadelphia, PA||May 2013 - Nov 2016||3|
|Brandywine Financial Group||West Conshohocken, PA||Apr 2013 - May 2013||< 1|
|Morgan Stanley Smith Barney||Jenkintown, PA||Jan 2012 - May 2013||1|
|Nationwide Financial||Dublin, OH||Sep 2009 - Jan 2012||2|
|Nsllc||Dublin, OH||Sep 2009 - Oct 2009||< 1|
|Umemployed||Huntington Valley, PA||Jun 2006 - Aug 2009||3|
|Bankers Life & Casualty||King Of Prussia, PA||Jan 2009 - Jun 2009||< 1|
|Lincoln Financial Distributors Inc.||Philadelphia, PA||Jan 2007 - Jan 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
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:
- Criminal Record
Total Assets Under Management11,900MILLIONS
Total Number of Accounts54,146ACCOUNTS
Average Account Value$219,780
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.