Mario Zita has been an investment adviser representative at Laguna Wealth Advisors since April 2019, and is not listed among the firm’s executive officers or direct owners. Mario Zita holds a Bachelor of Arts degree in Applied Behavioral Psychology with an emphasis in Computer Science from the University of California, Irvine.
Laguna Wealth Advisors, LLC is a firm with $161M under management, 299 clients and 4 advisers across 2 offices, as of its July 2026 filing.
Mario Zita is a Financial Advisor of Laguna Wealth Advisors, LLC. Zita has provided financial planning services for over a decade. Before joining Laguna Wealth Advisors, Zita served individuals, business owners, foundations, and institutions at Merrill Lynch, ADP Financial, Corelogic, and PFS Investments.
Mario Zita’s longest registration is the current one, 7 years at Laguna Wealth Advisors since 2019. Before joining Laguna Wealth Advisors in 2019, Mario Zita was registered through Daniel Wealth Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Laguna Wealth Advisors, LLCCurrent– present · 7 yearsShalimar, FL · Adviser representative · Firm CRD 167847
- Daniel Wealth Advisors– · 2 yearsNewport Beach, CA · Adviser representative · Firm CRD 150382
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearIrvine, CA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Mario Zita is registered as an investment adviser representative in 3 states. The first approvals date from April 2019; the most recent is Florida, in February 2025.
- CaliforniaSince 29 April 2019
- FloridaSince 21 February 2025
- LouisianaSince 2 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 September 2012 |
| Series 7 | General Securities Representative Examination | 15 August 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 August 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 August 1988 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mario Donato Zita
- CRD
- 1851838
- Firm
- Laguna Wealth Advisors · CRD 167847
- Office
- Shalimar, FL
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lagunawealth.com
Where does Mario Zita work?
Mario Zita is an investment adviser representative registered through Laguna Wealth Advisors, LLC since April 2019, and is not listed among the firm’s executive officers or direct owners.
Is Mario Zita a financial advisor?
Yes. Mario Zita has a current investment-adviser registration in California, Florida and Louisiana, through Laguna Wealth Advisors since April 2019.
How many years of experience does Mario Zita have?
Mario Zita has 12 years in the financial industry, since October 2014, across 3 adviser firms.
What exams has Mario Zita passed?
Mario Zita has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in August 1988.
Where did Mario Zita work before Laguna Wealth Advisors?
Before Laguna Wealth Advisors, Mario Zita was registered through Daniel Wealth Advisors, October 2014 to July 2017; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2012 to July 2014.
Where is Mario Zita based?
Mario Zita’s registered office is in Shalimar, FL.
Is Mario Zita registered with FINRA?
No. Mario Zita has no current broker registration.
How can I verify Mario Zita’s record?
Search CRD 1851838 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mario Zita’s full registration record.
