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Ira Charles Zito

Ira C. Zito

FINANCIAL PEAK
Agoura Hills, CA
Some features on this profile are disabled
CRD#: 2621037
Ira Charles Zito

Professional summary

Ira Charles Zito, CFP®, who also goes by Ira Zito, is a registered financial advisor currently at FINANCIAL PEAK located in Agoura Hills, California.

Ira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Ira has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Long-term Care
Estate Planning
Retirement Income Management
Investment Planning
Social Security Planning
Tax Planning
Retirement Planning
Are you a "fiduciary"?
Yes

Aliases

Ira Zito

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ira Zito is an independent insurance agent and in his separate capacity as insurance agent, will be able to affect insurance the purchase of insurance and insurance-related investment products (insurance) for your account, for which he will receive separate and customary compensation. While Ira Zito endeavors at all times to put the interest of his clients first as part of his firm's fiduciary duty, you should be aware that the receipt of additional compensation itself creates a conflict of interest and may affect his decision when making recommendations. This activity will account for approximately 5% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ira Charles Zito's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

January 14, 2022 - Present

FINANCIAL PEAK

RIA
CRD#: 318061
Agoura Hills, CA
Past

December 18, 2013 - March 10, 2022

OSAIC SERVICES, INC.

RIA
CRD#: 133763
WOODLAND HILLS, CA
Past

December 17, 2013 - March 10, 2022

OSAIC SERVICES, INC.

BD
CRD#: 133763
WOODLAND HILLS, CA
Past

January 14, 2013 - October 16, 2013

EDELMAN FINANCIAL SERVICES, LLC

RIA
CRD#: 113299
WOODLAND HILLS, CA
Past

January 10, 2013 - October 16, 2013

SANDERS MORRIS LLC

BD
CRD#: 20580
WOODLAND HILLS, CA
Past

November 10, 2009 - January 10, 2013

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ENCINO, CA
Past

November 9, 2009 - January 10, 2013

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ENCINO, CA
Past

October 22, 2008 - October 27, 2009

KINECTA FINANCIAL & INSURANCE SERVICES

BD
CRD#: 136597
MANHATTAN BEACH, CA
Past

September 25, 2008 - November 2, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
MANHATTAN BEACH, CA
Past

September 24, 2008 - November 2, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
MANHATTAN BEACH, CA
Past

June 20, 2006 - October 2, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
LOS ANGELES, CA
Past

June 20, 2006 - October 2, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
LOS ANGELES, CA
Past

November 7, 2001 - June 28, 2006

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
LOS ANGELES, CA
Past

February 13, 1998 - June 28, 2006

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
LOS ANGELES, CA
Past

June 4, 1997 - February 6, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 4, 1997 - February 6, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/14/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/3/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/11/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/3/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/17/2004
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/5/2004
General Securities Sales Supervisor - General Module Examination

Current Firm

FP
FINANCIAL PEAK
FINANCIAL PEAK | IRA ZITO | FINANCIAL PEAK LLC

CRD#: 318061 / SEC#:

California
Registered Investment Advisory firm - (1/14/2022 Approved)
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Contact information

Main Address
Agoura Hills, CA
Mailing Address
Phone number
(818) 639-9278
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts70
AUM (Assets Under Management)$ 13,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FINANCIAL PEAK

CRD#: 318061Agoura Hills, CA

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