Mario D. Zita
Professional summary
Mario Donato Zita, who also goes by Mario Donato Zita, Mario Zita, is a registered financial advisor currently at LAGUNA WEALTH ADVISORS, LLC located in Shalimar, Florida.
Mario is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Mario has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mario Donato Zita's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 29, 2019 - Present
LAGUNA WEALTH ADVISORS, LLC
January 28, 2015 - July 10, 2017
DANIEL WEALTH ADVISORS
October 9, 2014 - December 31, 2014
DANIEL WEALTH ADVISORS
September 17, 2012 - July 30, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 19, 2012 - July 30, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 29, 1988 - June 15, 2012
PFS INVESTMENTS INC.
Primary Firm SEC Registration
LAGUNA WEALTH ADVISORS, LLC
CRD#: 167847 / SEC#: 801-129282
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/29/2019)
(2/21/2025)
(12/2/2024)
Exams
Current Firm
LAGUNA WEALTH ADVISORS, LLC
CRD#: 167847 / SEC#: 801-129282
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 685 |
| AUM (Assets Under Management) | $ 161,238,425 |
Red Flags
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