AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SW

Stephen H. Wank

ZELMAN PARTNERS
BAY VILLAGE, OH 44140
Some features on this profile are disabled
CRD#: 5062089
SW

Professional summary

Stephen H Wank is a registered financial professional currently at ZELMAN PARTNERS, LLC located in Bay Village, Ohio.

Stephen is registered as a RR (Registered Representative) and started their career in finance in 2006. Stephen has worked at 2 firms and has passed the Series 79TO, Series 99TO, SIE, Series 7, Series 14, Series 24 and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Stephen H Wank's 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

December 5, 2008 - Present

ZELMAN PARTNERS, LLC

Office #1: 27101 East Oviatt Road Suite 14, Bay Village, OH 44140
BD
CRD#: 145187
BAY VILLAGE, OH
Past

August 3, 2006 - October 21, 2008

LONGBOW SECURITIES, LLC

BD
CRD#: 135738
INDEPENDENCE, OH

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 79TO
Date: 2/24/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/20/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/19/2007
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 28
Date: 8/2/2006
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

ZP
ZELMAN PARTNERS, LLC
ZELMAN PARTNERS, LLC

CRD#: 145187 / SEC#: , 8-67713

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
27101 East Oviatt Road Suite 14, Bay Village, OH 44140
Mailing Address
27101 East Oviatt Road Suite 14, Bay Village, OH 44140
Phone number
(212) 993-5840
Established
Delaware since 07/12/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
WDIB, LLCMANAGING MEMBER
ERWIN, STEPHEN TODDCCO/AMLCO5028461
GROMAN, DANIEL JASONBOARD MEMBER7974401
MCGILL, ANTHONY JACOBMANAGING DIRECTOR, ADVISORY & CAPITAL MARKETS (DESIGNATED PRINCIPLE)4379700
TABASSO, THEODORE PAULCHIEF OPERATIONS OFFICER, DIRECTOR OF SALES1875019
THEOBALD, STEPHEN PATRICKBOARD MEMBER
WANK, STEPHEN HCFO/FIN-OP5062089
ZELMAN, IVY LYNNEDIRECTOR OF RESEARCH2288665

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

ZELMAN PARTNERS, LLC

CRD#: 145187Bay Village, OH 44140

TRUST BUT VERIFY

Monitor Stephen Wank

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

BK
Boris KagarlitskiyAdvisorCheck Check Mark
KEY INVESTMENT SERVICES LLC
IAR
RR
University Heights, OH
AC
Andrew CrockAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
NORTH OLMSTED, OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.