Andrew Zito (CRD# 6607946) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 8 years of experience in the finance industry.
CRD# 6504539
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3138301
Morgan Stanley
CRD# 5174590
Tripletail Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advus Financial Partners, LLC | Lake Mary, FL | Jun 2021 - Current | 2 |
| Lamco Advisory Services, Inc. | Lake Mary, FL | Jun 2002 - Jun 2021 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- FL
- LA
-
Total Assets Under Management2,764MILLIONS
-
Total Number of Accounts1,168ACCOUNTS
-
Average Account Value$2,366,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, GA, LA, MA, NH, NJ, NY, RI, TX
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