Frank Howard Zito
Investment adviser representative at B.B. Graham & Company, Inc.
16 yearsExperience
1 stateRegistered in
$321.7MFirm assets
10 yearsFirm in business
Are you Frank Howard Zito? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- B.B. Graham & Company, Inc.Aug 2026 to now
- Fhz Wealth ManagementJan 2021 to Aug 2026
- Coker & Palmer, Inc.Oct 2018 to Dec 2020
- Bank of America, N.AApr 2017 to Jul 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2010 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MS).
B.B. Graham & Company, Inc.
$321.7MAssets managed
427Clients
28Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2766336
- Firm CRD
- 41533