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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 4 months, 1 week Oct 2015 - Present
J.P. Morgan Securities LLC 3 years Oct 2012 - Oct 2015
Chase Investment Services Corp. 3 years, 5 months May 2009 - Oct 2012
Wamu Investments, Inc. 10 months Jul 2008 - May 2009
LPL Financial LLC 9 months Sep 2007 - Jun 2008
Schools Financial Credit Union 9 months Sep 2007 - Jun 2008
Xcu Capital Corporation 1 year, 11 months Oct 2005 - Sep 2007
Are You
Susanne Theresa Zito?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Susanne Zito

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Dec 24, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Jan 16, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on Feb. 5, 2016
    • $116.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 520K
      Accounts
    • $224.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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