Insights

Wealth Management Focus Premium financial planning and investment guidance with CFP® leadership and a team-based approach, signaling opportunities to upsell comprehensive advisory services to high-net-worth individuals and families seeking personalized, long-term planning.

Experience Driven Over 50 years of combined experience highlighted in marketing, presenting a trust signal to prospective clients and potential cross-sell of advanced planning, retirement, and estate services to scalable client segments.

Strategic Investments Recent asset stakes in American Century Multisector and Multisector Income ETF indicate active portfolio expansion and potential for institutional-grade or high-touch product offerings, including managed accounts and tactical allocation solutions.

Boutique Scale Smaller firm size with 11-50 employees suggests a personalized service model; a sales play could target ultra-fast onboarding, concierge client services, and white-glove solutions appealing to clients seeking high touch engagement.

Compliance & Partnership Registered Investment Advisor with securities through a large broker-dealer network (LPL Financial) presents opportunities to co-market or bundle custodial, platform, and compliance-backed products to attract advisor referrals and enterprise clients.

Similar companies to Flynn Zito Capital Management, LLC

Flynn Zito Capital Management, LLC Tech Stack

Flynn Zito Capital Management, LLC uses 8 technology products and services including html5media, Amazon S3, Cloudflare CDN, and more. Explore Flynn Zito Capital Management, LLC's tech stack below.

html5media
Audio, Video, Graphics
Amazon S3
Content Delivery Network
Cloudflare CDN
Content Delivery Network
FMG Suite
Content Marketing
Google Maps
Maps
ZURB Foundation
UI Frameworks
X-Content-Type-Options
Web & Portal Technology
Orbit Slider
Web Tools And Plugins

Media & News

Flynn Zito Capital Management, LLC invests into assets: stake in American Century Multisector in the amount of $240K.
Flynn Zito Capital Management LLC acquired a new stake in American Century Multisector Income ETF during the fourth quarter valued at approximately $240,000.
Jun 17, 2024 | www.defenseworld.net

Flynn Zito Capital Management, LLC's Email Address Formats

Flynn Zito Capital Management, LLC uses at least 2 format(s):

Flynn Zito Capital Management, LLC Email Formats	Example	Percentage
First.Last@lpl.com	John.Doe@lpl.com	93%
First.L@lpl.com	John.D@lpl.com	5%
F.Last@lpl.com	J.Doe@lpl.com	1%
FLast@lpl.com	JDoe@lpl.com	1%
First.Last@flynnzito.com	John.Doe@flynnzito.com	100%

Frequently Asked Questions

What is Flynn Zito Capital Management, LLC's phone number?

You can contact Flynn Zito Capital Management, LLC's main corporate office by phone at

+1-516-746-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Flynn Zito Capital Management, LLC's official website and social media links?

Flynn Zito Capital Management, LLC's official website is flynnzito.com and has social profiles on LinkedIn.

How much revenue does Flynn Zito Capital Management, LLC generate?

As of July 2026, Flynn Zito Capital Management, LLC's annual revenue is estimated to be $10M - $25M.

What is Flynn Zito Capital Management, LLC's NAICS code?

Flynn Zito Capital Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Flynn Zito Capital Management, LLC have currently?

As of July 2026, Flynn Zito Capital Management, LLC has approximately 12 employees across 2 continents, including North AmericaEurope. Key team members include President: J. F.Founding Partner, And Cfp® Professional: D. F.Cfp® Professional, And Co-Founder: R. J. Z.. Explore Flynn Zito Capital Management, LLC's employee directory with LeadIQ.

What industry does Flynn Zito Capital Management, LLC belong to?

Flynn Zito Capital Management, LLC operates in the Financial Services industry.

What technology does Flynn Zito Capital Management, LLC use?

Flynn Zito Capital Management, LLC's tech stack includes html5mediaAmazon S3Cloudflare CDNFMG SuiteGoogle MapsZURB FoundationX-Content-Type-OptionsOrbit Slider.

What is Flynn Zito Capital Management, LLC's email format?

Flynn Zito Capital Management, LLC's email format typically follows the pattern of First.Last@lpl.com. Find more Flynn Zito Capital Management, LLC email formats with LeadIQ.

When was Flynn Zito Capital Management, LLC founded?

Flynn Zito Capital Management, LLC was founded in 1997.

Flynn Zito Capital Management, LLC

Q: What technology does Flynn Zito Capital Management, LLC use?

Flynn Zito Capital Management, LLC's tech stack includes HubSpot, Piwik PRO Core, Cloudflare Bot Management, Cloudflare, Network Solutions.

Q: What is Flynn Zito Capital Management, LLC's NAICS code?

Flynn Zito Capital Management, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States11-50 Employees

The company operates in the financial services sector, providing wealth management and financial planning guidance to clients. It is led by Doug Flynn and Rich Zito, CFPs, and supported by a team with more than 50 years of combined experience, emphasizing accessible, personal service. Based in Garden City, New York, the firm positions itself as a small-team advisory practice focused on collaborative client service. 
Advisory services are offered through Flynn Zito Capital Management, LLC, a registered advisory firm, with securities transactions handled by LPL Financial, a separate entity. The organization serves individuals seeking ongoing financial planning and strategy guidance, aiming to help clients reassess and pursue their goals. The overall approach emphasizes continuity and professional partnership in managing clients' financial affairs.