LZ
LZ

Leonard Zito

39 Years of Experience
Troy, MI
BrokerSells Insurance

Leonard Zito is a registered investment advisor at Cetera Investment Advisers LLC, based in Troy, MI, with 39 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

901 Wilshire Drive Ste 500, Troy, MI, 48084

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Leonard is involved in fixed insurance sales and is a 33% owner of MSZ Enterprises, LLC, which leases an office building. The time commitment for these activities is not specified.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
May 2010 - March 2024 · 13 yrs 10 mos
Vestax Securities CorporationBroker
February 1996 - January 2004 · 7 yrs 11 mos
Securities America, INC.Broker
November 1994 - February 1996 · 1 yr 3 mos
Pruco Securities CorporationBroker
January 1991 - December 1994 · 3 yrs 11 mos
The Prudential Insurance Company of AmericaBroker
January 1991 - December 1993 · 2 yrs 11 mos
Coordinated Capital Securities of Wi INC.Broker
September 1987 - January 1991 · 3 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1987 - September 1988 · 1 yr 8 mos
Equico Securities, INC.Broker
January 1987 - July 1987 · 6 mos
State Registrations13 states
AZCAFLILKYMIMNNCNYOHORTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Leonard Zito - Financial Advisor | TrueAdvisor