Elaine
Zito

Portsmouth - Smartlife Financial Group, LLC

CRD#2849238
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Elaine Zito is a certified financial planner operating in Scottsdale, Arizona with a total of 3 years of industry experience. Zito currently works for Portsmouth - Smartlife Financial Group, LLC. During their career, the advisor has held roles at First Allied Securities, Inc, Questar Capital, Newbridge Securities and Smartlife Financial Group LLC. Zito has Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in Arizona, New York and Washington. Portsmouth - Smartlife Financial Group, LLC is an advisory company that has its headquarters in Atlanta, GA. The investment advisory business has offices in nine locations and a total of 11 employees. It has $216 million in total assets between its 1,207 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Portsmouth - Smartlife Financial Group, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Financial management fee schedules usually depend on the services offered. Fees charged by Portsmouth - Smartlife Financial Group, LLC may include any combination of asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

Scottsdale, AZ

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Portsmouth - Smartlife Financial Group, LLC Brokerage Details

Total Assets Under Management

$216,000,000

AZ Average: $3,570,121,308
Total Number of Employees

11

AZ Average: 58
Total Number of Accounts

1,207

AZ Average: 1,608
Average Account Size

$178,956

AZ Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

Elaine Zito Work History

Elaine has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Smartlife Financial Group LLC

2016 - 2016 (< 1 year)

Questar Capital

2016 - 2019 (3 years)

Newbridge Securities

2012 - 2015 (3 years)

First Allied Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Elaine Zito to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Portsmouth - Smartlife Financial Group, LLC

Nicholas Bour
Atlanta, GA
Shih Hua Liu
Cupertino, CA
Elaine Zito
Scottsdale, AZ
Travis Tazawa
Atlanta, GA
Gregory Graves
Bremerton, WA
Renee Amochaev
Atlanta, GA
Benjamin Stille
Atlanta, GA
Michael Baratta
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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