Carol Jacquelyn Zelenke
Professional Summary
Carol Jacquelyn Zelenke, who also goes by Carol Jacquelyn Hansen, Carol Zelenke, is a registered financial advisor currently at ATCAP PARTNERS, LLC located in Ashburn, Virginia and CEROS FINANCIAL SERVICES, INC. located in Rockville, Maryland. Carol is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Carol has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Carol Jacquelyn Hansen, Carol Zelenke
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures on record.
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Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ATCAP PARTNERS, LLC | RESOURCE 1 | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH
Contact Information
Main Address
2273 Research Blvd Suite 350, Rockville, MD 20850Phone Number
(866) 842-3356# of Employees
26SEC notice filing (21 States and Territories)
Registered to provide investment advisory services in 21 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
349AUM (Assets Under Management)
$195,509,222Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ATCAP PARTNERS, LLC | RESOURCE 1 | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH
State Registrations and Notice Filings
(7/22/2022)
(7/22/2022)
(8/14/2022)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Carol Jacquelyn Zelenke's CRS (Customer Relationship Summary).
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