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MS

Michelle N. Stull

ZELMAN PARTNERS
BAY VILLAGE, OH 44140
Some features on this profile are disabled
CRD#: 6667155
MS

Professional summary


Michelle Nicole Stull is a registered financial professional currently at ZELMAN PARTNERS, LLC located in Bay Village, Ohio.

Michelle is registered as a RR (Registered Representative) and started their career in finance in 2016. Michelle has worked at 1 firm and has passed the SIE and Series 99 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 Michelle Nicole Stull'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

October 11, 2016 - Present

ZELMAN PARTNERS, LLC

Office #1: 27101 East Oviatt Road Suite 14, Bay Village, OH 44140
BD
CRD#: 145187
BAY VILLAGE, 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
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 10/11/2016
Operations Professional 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)
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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


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ZELMAN PARTNERS, LLC

CRD#: 145187Bay Village, OH 44140

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