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FZ

Frank H. Zito

FHZ WEALTH MANAGEMENT
MADISON, MS 39110
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CRD#: 2766336
FZ
Frank Howard ZitoFHZ WEALTH MANAGEMENT

Professional summary

Frank Howard Zito, who also goes by Frank H Zito, is a registered financial advisor currently at FHZ WEALTH MANAGEMENT, LLC located in Madison, Mississippi.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Frank has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Frank H 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Howard 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®
None

Experience

Current

December 21, 2023 - Present

FHZ WEALTH MANAGEMENT, LLC

Office #1: 161 Montgomery Street Suite E, Madison, MS 39110
RIA
CRD#: 311858
MADISON, MS
Past

October 21, 2021 - December 31, 2021

FHZ WEALTH MANAGEMENT, LLC

RIA
CRD#: 311858
MADISON, MS
Past

August 31, 2018 - January 4, 2021

COKER & PALMER

BD
CRD#: 29163
JACKSON, MS
Past

March 8, 2010 - July 18, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
RIDGELAND, MS
Past

March 8, 2010 - July 18, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
RIDGELAND, MS
Past

February 13, 2007 - March 16, 2010

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
JACKSON, MS
Past

February 13, 2007 - March 16, 2010

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
JACKSON, MS
Past

July 10, 2003 - February 13, 2007

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
BIRMINGHAM, AL
Past

March 3, 2003 - July 10, 2003

AMSOUTH INVESTMENT SERVICES, INC.

RIA
CRD#: 15692
JACKSON, MS
Past

February 14, 2000 - February 13, 2007

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
JACKSON, MS
Past

July 2, 1998 - February 14, 2000

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

April 22, 1998 - July 8, 1998

DEPOSIT GUARANTY INVESTMENTS, INC.

BD
CRD#: 27560
Past

August 14, 1996 - March 31, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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
Mississippi
(12/21/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/28/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/29/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/25/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/13/1996
General Securities Representative Examination

Current Firm

FW
FHZ WEALTH MANAGEMENT, LLC
FHZ WEALTH MANAGEMENT, LLC

CRD#: 311858 / SEC#:

Mississippi
Registered Investment Advisory firm - (2/14/2022 Approved)
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Contact information

Main Address
161 Montgomery Street Suite E, Madison, MS 39110
Mailing Address
Phone number
(601) 427-9778
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

FHZ WEALTH MANAGEMENT, LLC

CRD#: 311858Madison, MS 39110

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