Stefan Gollisz
Stefan Gollisz is a CFP-designated registered investment advisor at Flynn Zito Capital Management, LLC, based in Garden City, NY, with 4 years of industry experience. Stefan 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
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Regulatory History
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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Stefan operates his LPL business through Flynn Zito Capital Management, LLC. He also owns investment real estate property, spending minimal time managing tenant payments and the mortgage.
Employment History
Current Registrations
Flynn Zito Capital Management, LLC
LPL Financial LLCBroker
State Registrations3 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.