Cole Flynn (CRD# 6969591) is an Investment Advisor Representative working at Flynn Zito Capital Management, LLC in Garden City, NY and has over 2 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Garden City, NY | Feb 2022 - Current | 2 |
| Flynn Zito Capitalmanagement, LLC | Garden City, NY | Feb 2022 - Current | 2 |
| Alps Distributors, Inc. | Denver, CO | Aug 2021 - Feb 2022 | < 1 |
| Graniteshares Inc. | New York, NY | Mar 2021 - Feb 2022 | < 1 |
| Bentley University | Waltham, MA | Jun 2017 - May 2021 | 3 |
| Lululemon | Chestnut Hill, MA | Sep 2020 - Nov 2020 | < 1 |
| L'oreal Usa | New York, NY | Jun 2020 - Aug 2020 | < 1 |
| Flynn Zito Capital Management | Garden City, NY | Jun 2015 - Aug 2019 | 4 |
| Preston Todd Advisors | Newton, MA | May 2019 - Jun 2019 | < 1 |
| Chaminade High School | Mineola, NY | Jun 2014 - May 2017 | 2 |
| Garden City Middle School | Garden City, NY | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2021 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- NY
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Total Assets Under Management549MILLIONS
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Total Number of Accounts1,604ACCOUNTS
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Average Account Value$342,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CO, CT, FL, LA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA
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