Unclaimed Profile

Andrew Stephen Zito

ADVUS FINANCIAL PARTNERS, LLC·LAKE MARY, Florida

Series 65Clean record10 years registeredADVUS FINANCIAL PARTNERS, LLC

1525 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 6607946Firm CRD# 311990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Stephen Zito · LAKE MARY, FL

Registration

CRD #6607946 · ADVUS FINANCIAL PARTNERS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

ADVUS FINANCIAL PARTNERS, LLC

May 2021 – present

LAMCO ADVISORY SERVICES INC.

Feb 2016 – Jun 2021

WINDERMERE, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 23, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVUS FINANCIAL PARTNERS, LLC

CRD 311990 · SEC 801-120458

AUM

$2.8B

Regulatory assets under management

Employees

1,168 client accounts

Services offered by ADVUS FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVUS FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Stephen Zito offer?

Andrew Stephen Zito specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.

What are Andrew Stephen Zito's credentials?

Andrew Stephen Zito is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Stephen Zito located?

Andrew Stephen Zito is based in LAKE MARY, Florida, working with ADVUS FINANCIAL PARTNERS, LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.

How does Andrew Stephen Zito charge for services?

Andrew Stephen Zito's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVUS FINANCIAL PARTNERS, LLC?

ADVUS FINANCIAL PARTNERS, LLC has approximately 18 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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