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Todd J. Lietz
ZENITH ADVISORY GROUP
Ocala, FL 34471
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CRD#: 7825585
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Professional summary
Todd John Lietz is a registered financial advisor currently at ZENITH ADVISORY GROUP, LLC located in Ocala, Florida.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Todd has worked at 1 firm and has passed the Series 65 exam.
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.
Rental property that receives rental income through Air BnB Licensed Insurance Agent.
CRS (Client Relationship Summary) - RIA
Click below to view Todd John Lietz'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®
NoneExperience
Current
December 18, 2023 - Present
ZENITH ADVISORY GROUP, LLC
Office #1: 1900 Se 18th Ave, Ocala, FL 34471Office #2: 1068 Lake Sumter Landing, The Villages, FL 32162RIA
CRD#: 321689
Ocala, FL
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
Florida(12/18/2023)
Current Firm
ZA
ZENITH ADVISORY GROUP, LLC
ZENITH ADVISORY GROUP, LLC
CRD#: 321689 / SEC#:
Florida
Registered Investment Advisory firm - (7/13/2022 Approved)Louisiana
Registered Investment Advisory firm - (7/26/2023 Approved)Ohio
Registered Investment Advisory firm - (7/25/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1068 Lake Sumter Landing, The Villages, FL 32162
Mailing Address
Phone number
(352) 282-0810
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 534 |
| AUM (Assets Under Management) | $ 94,647,275 |
Red Flags
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