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FIRM PROFILE
Overview
ZELMAN PARTNERS, LLC is located at 27101 East Oviatt Road Suite 14, Bay Village, OH 44140 and was first established at Chicago, Delaware in 07/12/2007. After operating for 18 years, ZELMAN PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ZELMAN PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ZELMAN PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ZELMAN PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ZELMAN PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ZELMAN PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for ZELMAN PARTNERS, LLC Comes From
Understanding the Statistics for ZELMAN PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
27101 East Oviatt Road Suite 14, Bay Village, OH 44140
27101 East Oviatt Road Suite 14, Bay Village, OH 44140
Small
(212) 993-5840
Delaware since 07/12/2007
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| WDIB, LLC | MANAGING MEMBER | ||
| ERWIN, STEPHEN TODD | CCO/AMLCO | 5028461 | |
| GROMAN, DANIEL JASON | BOARD MEMBER | 7974401 | |
| MCGILL, ANTHONY JACOB | MANAGING DIRECTOR, ADVISORY & CAPITAL MARKETS (DESIGNATED PRINCIPLE) | 4379700 | |
| TABASSO, THEODORE PAUL | CHIEF OPERATIONS OFFICER, DIRECTOR OF SALES | 1875019 | |
| THEOBALD, STEPHEN PATRICK | BOARD MEMBER | ||
| WANK, STEPHEN H | CFO/FIN-OP | 5062089 | |
| ZELMAN, IVY LYNNE | DIRECTOR OF RESEARCH | 2288665 |
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Advisor's working at ZELMAN PARTNERS, LLC
Haitham Talal Said
Theodore Paul Tabasso
Elizabeth Ronayne
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