Lawrence Zelin
Professional Summary
Lawrence Zelin, who also goes by Larry Zelin, is a registered financial advisor currently at MCG SECURITIES LLC located in Wayne, Pennsylvania. Lawrence is registered as a RR (Registered Representative) and started their career in finance in 1987. Lawrence has worked at 15 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Larry Zelin
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Years of Experience
39 years in the financial services industry
Current & Past Employments
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Current Firm
MCG SECURITIES LLC | MERION CAPITAL GROUP
Contact Information
Main Address
37 West Ave Suite 302, Wayne, PA 19087Mailing Address
37 West Ave Suite 302, Wayne, PA 19087Phone Number
(610) 337-6500Established
Pennsylvania since 03/12/2012Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
State Registrations and Notice Filings
(11/7/2025)
(12/11/2025)
(5/23/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
CRS (Client Relationship Summary) - BD
Click below to view Lawrence Zelin's CRS (Customer Relationship Summary).
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
