Ivy L. Zelman
Professional summary
Ivy Lynne Zelman, who also goes by IVy Lynne Schneider, Ivy Schneider, is a registered financial professional currently at ZELMAN PARTNERS, LLC located in Bay Village, Ohio.
Ivy is registered as a RR (Registered Representative) and started their career in finance in 1992. Ivy has worked at 4 firms and has passed the Series 63, SIE, Series 87, Series 86, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Ivy Lynne Zelman's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 10, 2008 - Present
ZELMAN PARTNERS, LLC
Office #1: 27101 East Oviatt Road Suite 14, Bay Village, OH 44140Office #2: 27101 East Oviatt Road, Suite 14, Bay Village, OH 44140Office #3: 420 Lexington Avenue Suite 2750, New York, NY 10170September 24, 2007 - December 16, 2008
PULSE TRADING, INC.
January 21, 1998 - July 25, 2007
CREDIT SUISSE SECURITIES (USA) LLC
November 4, 1992 - January 2, 1998
SALOMON BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
ZELMAN PARTNERS, LLC
CRD#: 145187 / SEC#: , 8-67713
Contact information
FINRA licenses (26 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WDIB, LLC | MANAGING MEMBER | |
| ERWIN, STEPHEN TODD | CCO/AMLCO | 5028461 |
| GROMAN, DANIEL JASON | BOARD MEMBER | 7974401 |
| MCGILL, ANTHONY JACOB | MANAGING DIRECTOR, ADVISORY & CAPITAL MARKETS (DESIGNATED PRINCIPLE) | 4379700 |
| TABASSO, THEODORE PAUL | CHIEF OPERATIONS OFFICER, DIRECTOR OF SALES | 1875019 |
| THEOBALD, STEPHEN PATRICK | BOARD MEMBER | |
| WANK, STEPHEN H | CFO/FIN-OP | 5062089 |
| ZELMAN, IVY LYNNE | DIRECTOR OF RESEARCH | 2288665 |
Red Flags
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.
