FZ
FZ
Frank Zito
26 Years of Experience
Madison, MS
4 DisclosuresSells Insurance
Frank Zito is a registered investment advisor at Fhz Wealth Management, LLC, based in Madison, MS, with 26 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
161 Montgomery Street Suite E, Madison, MS, 39110
Get directionsHistory
Regulatory History (4)
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Regulatory
December 2020Final
Regulatory
November 2018Final
Employment Separation After Allegations
June 2018Customer Dispute
August 2008Closed-No Action
Other Business ActivitiesSells Insurance
Frank is an independent insurance agent in Madison, MS, and this activity is investment-related. He spends minimal time on insurance sales.
Employment History
Current Registrations
Fhz Wealth Management, LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Fhz Wealth Management, LLC
October 2021 - December 2021 · 2 mos
Coker & PalmerBroker
August 2018 - January 2021 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2010 - July 2018 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2010 - July 2018 · 8 yrs 4 mos
Morgan Keegan & Company, INC.Broker
February 2007 - March 2010 · 3 yrs 1 mo
Morgan Keegan & Company, INC.
February 2007 - March 2010 · 3 yrs 1 mo
Amsouth Investment Management Company LLC
July 2003 - February 2007 · 3 yrs 7 mos
Amsouth Investment Services, INC.
March 2003 - July 2003 · 4 mos
Amsouth Investment Services, INC.Broker
February 2000 - February 2007 · 7 yrs
Invest Financial CorporationBroker
July 1998 - February 2000 · 1 yr 7 mos
Deposit Guaranty Investments, INC.Broker
April 1998 - July 1998 · 3 mos
Prudential Securities IncorporatedBroker
August 1996 - March 1998 · 1 yr 7 mos
State Registrations1 state
MS
Advisor
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.