Susanne Zito
Susanne Zito is a registered investment advisor at LPL Financial LLC, based in Sacramento, CA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
815 University Avenue, Sacramento, CA, 95825
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2005Other Business Activities
Susanne operates her LPL business under the DBA Zito Wealth Management. She also owns rental real estate property, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
LPL Financial CorporationBroker
LPL Financial Corporation
Xcu Capital Corporation, INC.Broker
Xcu Capital Corporation, INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Stephens INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Integrated Resources Equity CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.