Adviser and broker representative · Commonwealth Financial Network
Charlee M. Zleisy
CRD 6289285 · Arroyo Grande, CA
At a glance
Charlee M. Zleisy is an investment adviser representative with Commonwealth Financial Network in Arroyo Grande, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charlee’s SEC record dates to 2024, about 2 years ago. Charlee is also registered as a broker representative.
Current advisory firm
- Commonwealth Financial NetworkSince January 2024Arroyo Grande, CA · $213B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Charlee’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.