Andrew
Zito
Advus Financial Partners, LLC
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About this Advisor
Andrew Zito is a financial advisor working in Lake Mary, Florida who has 2 years of relevant experience. Zito is currently employed by Advus Financial Partners, LLC. During their career, the advisor has held roles at Lamco Advisory Services, Inc and Advus Financial Partners, LLC. Zito maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in Florida and Louisiana. Advus Financial Partners, LLC is a registered investment company that has its headquarters in Lake Mary, FL. The company has offices in two locations and a total of 18 advisors. It administers $2 billion in total assets among its 1,042 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to seven charities and foundations. Of its 1,042 client accounts, 28% belong to high-net-worth clients who have more than $1 million in assets available to invest. Advus Financial Partners, LLC offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Advus Financial Partners, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advus Financial Partners, LLC Brokerage Details
$2,287,801,345
18
1,042
$2,195,587
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Andrew Zito Work History
Andrew has been registered as a financial advisor for 2 years.*
Advus Financial Partners, LLC
Lamco Advisory Services, 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 Andrew 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 Advus Financial Partners, LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
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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