Mark D. Zavanelli

LYONS INVESTMENT MANAGEMENT

Winter Park, FL 32789

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CRD#: 2957965

Professional summary

Mark David Zavanelli is a registered financial advisor currently at LYONS INVESTMENT MANAGEMENT located in Winter Park, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mark has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

ZPR INVESTMENT MANAGEMENT INC, PRESIDENT, SINCE 9/2011, REAL ESTATE INVESTMENT COMPANY, ABOUT 5-10 HOURS PER MONTH SPENT ON THIS ACTIVITY, ABOUT 2 1/2-5 HOURS PER MONTH SPENT ON THIS ACTIVITY DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Zavanelli's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 29, 2019 - Present

LYONS INVESTMENT MANAGEMENT

Office #1: 280 W Canton Ave Suite 430, Winter Park, FL 32789

RIA

CRD#: 166788

Winter Park, FL

Past

December 20, 2011 - December 31, 2019

ZPR INVESTMENT MANAGEMENT INC

RIA

CRD#: 105587

ORANGE CITY, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LYONS INVESTMENT MANAGEMENT

GREAT NORTHERN ASSET MANAGEMENT, INC. | LYONS INVESTMENT MANAGEMENT | GREAT NORTHERN CAPITAL

CRD#: 166788 / SEC#: 801-77614

RIA

Registered Investment Advisory firm - (2/19/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(10/29/2019)

IAR

Texas
(3/24/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

LYONS INVESTMENT MANAGEMENT

GREAT NORTHERN ASSET MANAGEMENT, INC. | LYONS INVESTMENT MANAGEMENT | GREAT NORTHERN CAPITAL

CRD#: 166788 / SEC#: 801-77614

RIA

Registered Investment Advisory firm - (2/19/2013 Approved)

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Contact information

Main Address

280 W Canton Ave Suite 430, Winter Park, FL 32789

Mailing Address

Phone number

(386) 775-1177

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREAT NORTHERN ASSET MANAGEMENT, INC. ADV BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 64,189,094

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.

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Mark D. Zavanelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Zavanelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

LYONS INVESTMENT MANAGEMENT

ZPR INVESTMENT MANAGEMENT INC

Primary Firm SEC Registration

LYONS INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

LYONS INVESTMENT MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LYONS INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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