Douglas Flynn
Douglas Flynn is a CFP, ChFC-designated registered investment advisor at Flynn Zito Capital Management, LLC, based in Garden City, NY, with 36 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,073 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flynn Zito Capital Management offers two main investment management services:
- Comprehensive Wealth Management: The annual fee will not exceed 1.75% of the account value, billed quarterly in advance. This service includes investment management and financial planning.
- Investment Management: The annual fee will not exceed 1.65% of the account value, billed quarterly in advance. This service focuses on investment management only.
Fees are negotiable and may vary for legacy clients. LPL Financial collects the fees, and Flynn Zito receives a portion.
Location
585 Stewart Ave, Suite 620, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Douglas operates Flynn/Zito Capital Management as a DBA for his LPL business and provides investment advisory services through Flynn Zito Capital Management, LLC, dedicating nearly full-time hours to this role. He also co-hosts a financial literacy podcast and owns rental real estate, while dedicating minimal time to these activities, and appears as an on-air guest on various news channels.
Employment History
Current Registrations
Flynn Zito Capital Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial Corporation
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations18 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.