Mark K. Sisto

SISTO INVESTMENT ADVISORY

Roseville, CA 95678

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CRD#: 4858624

Professional summary

Mark Kristian Sisto, CFP® is a registered financial advisor currently at SISTO INVESTMENT ADVISORY, LLC located in Roseville, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mark has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mark K. Sisto is a Certified Public Accountant (CPA). Sisto CPA Group, Inc. is an accounting firm engaged in providing general accounting services such as income tax planning and preparation and other accounting services as requested by firm clients. Accounting services provided by Sisto CPA Group, Inc. are separate and distinct from investment advisory services provided by Sisto Investment Advisory, LLC and neither Mr. Sisto nor Sisto CPA Group, Inc. has signatory authority for Sisto Investment Advisory, LLC client accounts. Financial planning services may be provided to clients receiving traditional accounting services. No investment advisory or financial planning client is obligated to use the accounting services provided by Sisto CPA Group, Inc. Sisto Investment Advisory, LLC always acts in the best interest of the client.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Kristian Sisto's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 6, 2017 - Present

SISTO INVESTMENT ADVISORY, LLC

Office #1: 970 Reserve Drive Suite 204, Roseville, CA 95678

RIA

CRD#: 284949

Roseville, CA

Past

November 4, 2016 - December 31, 2016

SISTO INVESTMENT ADVISORY, LLC

RIA

CRD#: 284949

ROSEVILLE, CA

Past

November 18, 2004 - December 31, 2016

GONZALES & SISTO, LLP

RIA

CRD#: 131905

SACRAMENTO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/6/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SISTO INVESTMENT ADVISORY, LLC

CRD#: 284949 / SEC#:

California

Registered Investment Advisory firm - (1/1/2017 Approved)

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Contact information

Main Address

970 Reserve Drive Suite 204, Roseville, CA 95678

Mailing Address

Phone number

(916) 724-1693

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	144
AUM (Assets Under Management)	$ 47,065,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Mark K. Sisto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Kristian Sisto's CRS (Customer Relationship Summary).

Certified licenses

Experience

SISTO INVESTMENT ADVISORY, LLC

SISTO INVESTMENT ADVISORY, LLC

GONZALES & SISTO, LLP

State Registrations and Notice Filings

Exams

Current Firm

SISTO INVESTMENT ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SISTO INVESTMENT ADVISORY, LLC

TRUST BUT VERIFY

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