CFP

Ryan Haiss

12 Years of Experience

Garden City, NY

Broker

Ryan Haiss is a CFP-designated registered investment advisor at Flynn Zito Capital Management, LLC, based in Garden City, NY, with 12 years of industry experience. Ryan 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.

Flynn Zito Capital Management, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

1,073 clients

Average Client Portfolio

$721K average

Assets Under Management

$773.9M

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

585 Stewart Avenue, Suite 620, Garden City, NY, 11530

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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.

Other Business Activities

Ryan is doing business as Flynn Zito Capital Management, LLC, providing investment advisory services and spending about half his time on this activity. He also contributes insights for financial websites like MarketWatch and Yahoo Finance, dedicating minimal time to this uncompensated role.

Employment History

Current Registrations

Flynn Zito Capital Management, LLC

March 2019 - Present · 7 yrs 2 mos

LPL Financial LLCBroker

October 2013 - Present · 12 yrs 7 mos

State Registrations7 states

CAFLNHNJNYPASC

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.

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