Ryan M. Haiss
FLYNN ZITO CAPITAL MANAGEMENT
Garden City, NY 11530
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CRD#: 6124935
Professional summary
Ryan Michael Haiss, CFP® is a registered financial advisor currently at FLYNN ZITO CAPITAL MANAGEMENT, LLC located in Garden City, New York and LPL FINANCIAL LLC located in Garden City, New York.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Ryan has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Estate Planning
Retirement Income Management
Investment Planning
Insurance Planning
Education Planning
What is your minimum asset requirement?
100K
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.
1. 3/26/2013 - Flynn Zito Capital Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/6/2020 - Flynn Zito Capital Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/01/2019 - 100 Hours Per Month/75 Hours During Securities Trading - I provide investment advisory services through Flynn Zito Capital Management, LLC, an independent investment advisor firm. I started this business activity in 3/2019. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 7/18/24 - Article Contributor. Non-Investment Related. There is no title for this role and no office space. 2 HRS P/Month. Provide insights for financial websites like MarketWatch and Yahoo Finance, Contributing based on the topic the journalist is covering. These contributions are unscripted and without compensation.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Michael Haiss'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®
Start date: 2017
Experience
Current
March 20, 2019 - Present
FLYNN ZITO CAPITAL MANAGEMENT, LLC
Office #1: 585 Stewart Avenue Suite L-16, Garden City, NY 11530RIA
CRD#: 152689
Garden City, NY
Current
October 29, 2013 - Present
LPL FINANCIAL LLC
Office #1: 585 Stewart Ave #620, Garden City, NY 11530RIA
BD
CRD#: 6413
Garden City, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FZ
FLYNN ZITO CAPITAL MANAGEMENT, LLC
FLYNN ZITO CAPITAL MANAGEMENT, LLC | FZCM
CRD#: 152689 / SEC#: 801-71111
RIA
Registered Investment Advisory firm - (2/22/2010 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/15/2024)
RR
Florida(1/7/2015)
RR
Georgia(3/15/2024)
RR
Maryland(3/14/2024)
RR
New Hampshire(3/14/2024)
RR
New Jersey(4/26/2022)
RR
New York(10/29/2013)
IAR
New York(3/1/2021)
RR
Pennsylvania(3/14/2024)
RR
South Carolina(3/14/2024)
RR
Virginia(3/15/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FZ
FLYNN ZITO CAPITAL MANAGEMENT, LLC
FLYNN ZITO CAPITAL MANAGEMENT, LLC | FZCM
CRD#: 152689 / SEC#: 801-71111
RIA
Registered Investment Advisory firm - (2/22/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
585 Stewart Ave Suite 620, Garden City, NY 11530
Mailing Address
Phone number
(516) 746-9000
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,823 |
| AUM (Assets Under Management) | $ 672,264,058 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CRD#: 152689Garden City, NY 11530TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
