Joseph S Zito

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 06/2017
  Foresters Financial Services
  Iselin, NJ
• 04/2016 → 06/2019
  Foresters Advisory Services
  Iselin, NJ
• 06/2017 → 02/2019
  Foresters Financial Services
  Iselin, NJ
• 02/2019 → 06/2019
  Foresters Financial Services, Inc.
  Iselin, NJ
• 06/2019 → 05/2021
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → 05/2021
  Cetera Investment Advisers Llc
  Iselin, NJ
• 05/2021 → Present
  Lpl Financial, Llc
  Iselin, NJ

Previous Registrations

• 2019-06-21 → 2021-05-07
  Cetera Investment Advisers Llc
  Iselin, NJ
• 2016-04-29 → 2019-06-21
  Foresters Advisory Services, Llc
  Iselin, NJ

Other Businesses

1) 2026-04-20 - Joseph Zito - Business Owner - N - 10 - 0 - Clark NJ - 2026-04-06 - During Spring and Summer I started building Planters for friends and family that I sell.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-21
• S63 Uniform Securities Agent State Law Examination
  2014-12-23

Other Names

• Joseph Salvatore Zito