Mark Kristian Sisto

Employer firm

Sisto Investment Advisory, LLC CRD 284949

$54.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2003 → 12/2016
  Gonzales & Sisto, Llp
  Sacramento, CA
• 09/2016 → Present
  Sisto Investment Advisory, Llc
  Roseville, CA

Previous Registrations

• 2004-11-18 → 2016-12-31
  Gonzales & Sisto, Llp
  Sacramento, CA
• 2016-11-04 → 2016-12-31
  Sisto Investment Advisory, Llc
  Roseville, CA

Other Businesses

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.

Designations

• Certified Financial Planner