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Flynn Zito Capital Management, LLC
SEC-regulated
Registered investment advisor
Flynn Zito Capital Management, LLC is a registered investment adviser based in Garden City, NY, established in 2010 by Douglas Flynn and Richard Zito. The firm specializes in providing investment advisory services with a focus on retirement planning. They offer services such as Comprehensive Wealth Management, Investment Management, Retirement Plan Consulting, and Advice Only Financial Planning & Consulting. The firm's investment strategies include long-term purchases, short-term purchases, trading, margin transactions, and option writing. Clients can expect a maximum annual fee of 1.75% for Comprehensive Wealth Management and 1.65% for Investment Management. The firm does not charge performance-based fees and does not accept proxy authority to vote client securities. Clients have the option to grant investment discretion to the firm. Flynn Zito Capital Management, LLC does not have custody of client funds or securities and does not provide financial information in the brochure. The firm operates under a Code of Ethics and acts as a fiduciary, always prioritizing clients' best interests. For more information, visit www.FlynnZito.com or contact (516)746-9000.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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