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ZD

Zelle R. Dunn

NEW REPUBLIC PARTNERS
CHARLOTTE, NC 28202
Some features on this profile are disabled
CRD#: 3232933
ZD

Professional summary

Zelle Reams Dunn, who also goes by Zelle Braswell Dunn, Zelle Braswell Reams, is a registered financial advisor currently at NEW REPUBLIC PARTNERS located in Charlotte, North Carolina.

Zelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Zelle has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zelle Braswell Dunn | Zelle Braswell Reams

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.
For profit or not for profit: For-Profit Organization Name of outside business organization: Columbia Capital XII LLC Investment related: Y Address of business: Charlotte, North Carolina 28207 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 1/24/2020 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Cash account opened to Invest in Tiger Global PIP XII LLC For profit or not for profit: For-Profit Organization Name of outside business organization: Columbia Capital XIV LLC Investment related: Y Address of business: Charlotte, North Carolina 28207 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 3/8/2021 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This is a LLC to buy into Tiger PIP XIV, which is the underlying investment

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zelle Reams Dunn'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

August 30, 2022 - Present

NEW REPUBLIC PARTNERS

Office #1: 521 East Morehead Street Suite 100, Charlotte, NC 28202
RIA
CRD#: 310907
CHARLOTTE, NC
Past

February 17, 2015 - August 24, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHARLOTTE, NC
Past

February 11, 2015 - August 24, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHARLOTTE, NC
Past

June 1, 2009 - January 12, 2015

MORGAN STANLEY

RIA
CRD#: 149777
CHARLOTTE, NC
Past

June 1, 2009 - January 12, 2015

MORGAN STANLEY

BD
CRD#: 149777
CHARLOTTE, NC
Past

December 9, 2005 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
CHARLOTTE, NC
Past

July 11, 2000 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
CHARLOTTE, NC
Past

July 28, 1999 - May 31, 2000

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
KANNAPOLIS, NC

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".
NR
NEW REPUBLIC PARTNERS
HABER INVESTMENT COUNSEL | NEW REPUBLIC PARTNERS | NEW REPUBLIC CAPITAL, LLC

CRD#: 310907 / SEC#: 801-119745

RIA
Registered Investment Advisory firm - (11/6/2020 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
North Carolina
(8/30/2022)
IAR
South Carolina
(3/31/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/25/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/26/1999
General Securities Representative Examination

Current Firm

NR
NEW REPUBLIC PARTNERS
HABER INVESTMENT COUNSEL | NEW REPUBLIC PARTNERS | NEW REPUBLIC CAPITAL, LLC

CRD#: 310907 / SEC#: 801-119745

RIA
Registered Investment Advisory firm - (11/6/2020 Approved)
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Contact information

Main Address
521 East Morehead Street Suite 100, Charlotte, NC 28202
Mailing Address
Phone number
(704) 626-1526
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NRP 2025 ADV 2A_10.24.2025_FINAL (10/24/2025)

Regulatory assets under management

Total Number of Accounts101
AUM (Assets Under Management)$ 2,506,624,237

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/17/2025
Cover Page
Report
01/27/2025
Cover Page
Report
10/02/2023
Cover Page
Report

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.

Company Information

NEW REPUBLIC PARTNERS

CRD#: 310907Charlotte, NC 28202

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