Cole Douglas Flynn
Investment adviser representative at Flynn Zito Capital Management, LLC
12 yearsExperience
1 stateRegistered in
$773.9MFirm assets
16 yearsFirm in business
Are you Cole Douglas Flynn? 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
12 years in the industry.
- Flynn Zito Capital Management, LLCApr 2022 to now
- Flynn Zito Capitalmanagement, LLCFeb 2022 to now
- LPL Financial, LLCFeb 2022 to now
- Alps Distributors, IncAug 2021 to Feb 2022
- Graniteshares Inc.Mar 2021 to Feb 2022
- LululemonSep 2020 to Nov 2020
- L'oreal USAJun 2020 to Aug 2020
- Preston Todd AdvisorsMay 2019 to Jun 2019
- Bentley UniversityJun 2017 to May 2021
- Flynn Zito Capital ManagementJun 2015 to Aug 2019
- Chaminade High SchoolJun 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Flynn Zito Capital Management, LLC
$773.9MAssets managed
1,073Clients
7Advisers
16 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
- 6969591
- Firm CRD
- 152689