Brian Michael Zito

CFP

NFP Retirement INC.

21 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningInvestment ManagementBusiness OwnersFinancial Planning & Coaching

NFP Retirement INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

139 advisors

Number of Clients

6,585 clients

Average Client Portfolio

$17.9M average

Assets Under Management

$118.0B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

1901 Roxborough Road, Suite 315, Charlotte, NC, 28211

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Brian owns CleanerWays, LLC, a product development and e-commerce business, since 2020. He spends minimal time on this non-investment related activity.

Employment History

Current Registrations

Wealthspire Retirement Advisory

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Mgi Funds Distributors, LLCBroker

January 2020 - August 2024 · 4 yrs 7 mos

Mmc Securities LLC

October 2017 - December 2019 · 2 yrs 2 mos

Mmc Securities LLCBroker

May 2016 - December 2019 · 3 yrs 7 mos

Captrust

April 2015 - January 2016 · 9 mos

Capfinancial Securities, LLC.Broker

October 2009 - January 2016 · 6 yrs 3 mos

Captrust Financial Advisors or "captrust"

October 2009 - April 2015 · 5 yrs 6 mos

Wells Fargo Advisors, LLCBroker

May 2004 - October 2009 · 5 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.