Gregory P. Zitko

THE PRIVATE FAMILY ADVISORS

St. Louis, MO 63117

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CRD#: 3093522

Professional summary

Gregory Paul Zitko is a registered financial advisor currently at THE PRIVATE FAMILY ADVISORS, LLC located in St. Louis, Missouri.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Gregory has worked at 2 firms and has passed the Series 65, Series 66 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Zitko Law Firm, LLC is not an investment-related business. It is a law firm and I am the sole owner. The Zitko Law Firm, LLC was founded in June 2016. I currently work there full time (8hrs), and will be transitioning the number of hours I spend performing legal work as required for the growth of Zitko Financial Services, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Paul Zitko'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

March 29, 2017 - Present

THE PRIVATE FAMILY ADVISORS, LLC

Office #1: 2001 S. Big Bend Blvd, St. Louis, MO 63117

RIA

CRD#: 285617

St. Louis, MO

Past

February 11, 1999 - June 2, 2003

WADDELL & REED

RIA

CRD#: 866

SPRINGFIELD, MO

Past

September 8, 1998 - June 2, 2003

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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

Missouri
(3/29/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/7/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/13/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6

Date: 9/3/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE PRIVATE FAMILY ADVISORS, LLC

THE PRIVATE FAMILY ADVISORS, LLC | ZITKOVIGIL, LLC | ZITKO FINANCIAL SERVICES, LLC

CRD#: 285617 / SEC#:

Missouri

Registered Investment Advisory firm - (3/15/2017 Approved)

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Contact information

Main Address

2001 S. Big Bend Blvd, St. Louis, MO 63117

Mailing Address

Phone number

(314) 365-3941

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	233
AUM (Assets Under Management)	$ 64,352,559

Red Flags

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

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Gregory P. Zitko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Paul Zitko's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE PRIVATE FAMILY ADVISORS, LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2015

Series 66

Date: 11/13/1998

Series 6

Date: 9/3/1998

Current Firm

THE PRIVATE FAMILY ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE PRIVATE FAMILY ADVISORS, LLC

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