Unclaimed Profile

Barry Nathan Mendelson

ZRC WEALTH MANAGEMENT, LLC·SANTA ROSA, California

Series 6, Series 7, Series 63Clean record14 years registeredZRC WEALTH MANAGEMENT, LLC

3562 ROUND BARN CIR, SANTA ROSA, CA 95403CRD# 2531235Firm CRD# 123971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barry Nathan Mendelson · SANTA ROSA, CA

Registration

CRD #2531235 · ZRC WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

ELEVATION WEALTH PARTNERS, LLC

Jul 2014 – present

ELEVATION WEALTH MANAGEMENT

Nov 2011 – Apr 2015

WALNUT CREEK, CA

JUST PLANS, ETC

Sep 2011 – Nov 2015

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · September 22, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZRC WEALTH MANAGEMENT, LLC

CRD 123971 · SEC 801-81152

AUM

$485M

Regulatory assets under management

Employees

825 client accounts

Services offered by ZRC WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ZRC WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Barry Nathan Mendelson offer?

Barry Nathan Mendelson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANTA ROSA, California for a consultation.

What are Barry Nathan Mendelson's credentials?

Barry Nathan Mendelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Nathan Mendelson located?

Barry Nathan Mendelson is based in SANTA ROSA, California, working with ZRC WEALTH MANAGEMENT, LLC. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.

How does Barry Nathan Mendelson charge for services?

Barry Nathan Mendelson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZRC WEALTH MANAGEMENT, LLC?

ZRC WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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