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SG

Stefan G. Gollisz

FLYNN ZITO CAPITAL MANAGEMENT
Garden City, NY 11530
Some features on this profile are disabled
CRD#: 7117809
SG

Professional summary

Stefan Gustav Gollisz, who also goes by Stefan Gollisz, 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.

Stefan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Stefan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stefan Gollisz

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) 01/2024 - Flynn Zito Capital Management, LLC; DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 13938 Snapper Fin Lane, Tampa, FL LLC; Investment-Related; 08/24/2023; 13938 Snapper Fin Lane, Tampa, FL LLC; Investment Property in which we rent out to tenants; Real Estate Rental; 1 Hours Per Month; 0 Hours During Securities Trading Hours; I check for tenants to pay rent and then pay our monthly mortgage.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stefan Gustav Gollisz's CRS (Customer Relationship Summary).
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

January 31, 2024 - Present

FLYNN ZITO CAPITAL MANAGEMENT, LLC

Office #1: 585 Stewart Ave Suite 620, Garden City, NY 11530
RIA
CRD#: 152689
Garden City, NY
Current

January 14, 2022 - Present

LPL FINANCIAL LLC

Office #1: 585 Stewart Ave #620, Garden City, NY 11530
RIA
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
(4/24/2025)
RR
Maryland
(3/15/2024)
RR
New Hampshire
(3/12/2024)
RR
New York
(3/11/2022)
IAR
New York
(1/31/2024)
RR
North Carolina
(3/19/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/14/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/4/2021
Securities Industry Essentials Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FZCM - ADV PART 2A: FIRM BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts1,823
AUM (Assets Under Management)$ 672,264,058

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

FLYNN ZITO CAPITAL MANAGEMENT, LLC

CRD#: 152689Garden City, NY 11530

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