CHARLES ROBERT ZUZAK is an investment adviser representative (IAR) with state registration records since 2015, appearing at 6 firms. Currently registered with CONFLUENCE WEALTH SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CONFLUENCE WEALTH SERVICES, INC. | 2024-07-14 | present | Yes |
| JFS WEALTH ADVISORS, LLC | 2021-08-31 | 2024-06-10 | — |
| MFA WEALTH ADVISORS, LLC | 2019-02-12 | 2021-08-10 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2016-12-21 | 2019-01-14 | — |
| STEWART CAPITAL ADVISORS, LLC | 2016-05-23 | 2016-11-30 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2015-01-22 | 2016-01-04 | — |