Colin H. Zizzi

ZIZZI INVESTMENTS

Mechanicsburg, PA

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CRD#: 6066506

Professional summary

Colin H Zizzi, AIF®, CFP® is a registered financial advisor currently at ZIZZI INVESTMENTS located in Mechanicsburg, Pennsylvania.

Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Colin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

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.

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2) JT DORSEY FOUNDATION, 1014 CHERRINGTON DR, HARRISBURG, PA, SINCE 5/2015 AS STAFF SOCCER COACH. NIR - DEVOTES 1.5 HR/WK - NONE DURING TRADING. 3) PENN MUTUAL MID ATLANTIC REGION, 1108 NORTH BETHLEHEM PIKE BLDG B STE 1, LOWER GWYNEDD, PA, 06/2019. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-1/MO-1/TRADING. 4) EAGLE FC SOCCER, SOCCER COACH, P.O. BOX 774, MECHANICSBURG COUNTY, PA. 10/01/2021, NIR, 5 HR/MONTH, 0 HR/MONTH TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 09/12/2012

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colin H Zizzi'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

October 7, 2022 - Present

ZIZZI INVESTMENTS

RIA

CRD#: 322664

Mechanicsburg, PA

Past

October 15, 2012 - October 14, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

HARRISBURG, PA

Past

September 12, 2012 - October 14, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

HARRISBURG, PA

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

Pennsylvania
(10/7/2022)

IAR

Texas
(5/11/2023)

IAR

Virginia
(10/28/2025)

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

State Security Law Exam

IAR

Series 66

Date: 10/8/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/10/2012

General Securities Representative Examination

Current Firm

ZIZZI INVESTMENTS

ZIZZI INVESTMENTS | ZIZZI INVESTMENTS, LLC

CRD#: 322664 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (10/7/2022 Approved)

Texas

Registered Investment Advisory firm - (5/3/2023 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (10/28/2025 Approved)

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Contact information

Main Address

Mechanicsburg, PA

Mailing Address

Phone number

(717) 961-9456

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 35,175,462

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Colin H. Zizzi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colin H Zizzi's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZIZZI INVESTMENTS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/8/2012

SIE

Date: 10/1/2018

Series 7

Date: 9/10/2012

Current Firm

ZIZZI INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ZIZZI INVESTMENTS

TRUST BUT VERIFY

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