Unclaimed Profile

Carol Manning Zitzelberger

ALLEN & COMPANY OF FLORIDA, LLC·LAKELAND, Florida

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 66, Series 79TO, Series 99TOClean record19 years registeredALLEN & COMPANY OF FLORIDA, LLC

1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 1741455Firm CRD# 25

Profile Verification

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

Identity

Carol Manning Zitzelberger · LAKELAND, FL

Registration

CRD #1741455 · ALLEN & COMPANY OF FLORIDA, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLEN & COMPANY OF FLORIDA, LLC

LPL FINANCIAL LLC

Jan 2022 – Apr 2022

LAKELAND, FL

ALLEN & COMPANY OF FLORIDA, LLC

Oct 2006 – Mar 2022

LAKELAND, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 66

Series 79TO

Series 99TO

Registration record

First registered · October 11, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLEN & COMPANY OF FLORIDA, LLC

CRD 25 · SEC 801-57874

AUM

$1.4B

Regulatory assets under management

Employees

3,621 client accounts

Services offered by ALLEN & COMPANY OF FLORIDA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLEN & COMPANY OF FLORIDA, LLC →

Introduction

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Frequently Asked Questions

What services does Carol Manning Zitzelberger offer?

Carol Manning Zitzelberger specializes in Financial Planning, Investment Management, Wealth Management.

What are Carol Manning Zitzelberger's credentials?

Carol Manning Zitzelberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carol Manning Zitzelberger located?

Carol Manning Zitzelberger is based in LAKELAND, Florida, last registered with ALLEN & COMPANY OF FLORIDA, LLC.

How does Carol Manning Zitzelberger charge for services?

Carol Manning Zitzelberger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEN & COMPANY OF FLORIDA, LLC?

ALLEN & COMPANY OF FLORIDA, LLC has approximately 65 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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