Unclaimed Profile

Donna Lewis Zinman

CAPITAL ADVANTAGE, INC.·WALNUT CREEK, California

Series 7, Series 63Clean record29 years registeredCAPITAL ADVANTAGE, INC.

1855 OLYMPIC BLVD., WALNUT CREEK, CA 94596CRD# 2223112Firm CRD# 108985

Profile Verification

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

Identity

Donna Lewis Zinman · WALNUT CREEK, CA

Registration

CRD #2223112 · CAPITAL ADVANTAGE, INC. · 29 years registered

Brand Profile

Not yet started

Career History

CAPITAL ADVANTAGE, INC.

May 2005 – present

CHARLES SCHWAB & CO., INC.

Jul 1997 – Jan 2005

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL ADVANTAGE, INC.

CRD 108985 · SEC 801-55896

AUM

$1.0B

Regulatory assets under management

Employees

2,120 client accounts

Services offered by CAPITAL ADVANTAGE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL ADVANTAGE, INC. →

Introduction

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Frequently Asked Questions

What services does Donna Lewis Zinman offer?

Donna Lewis Zinman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.

What are Donna Lewis Zinman's credentials?

Donna Lewis Zinman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Lewis Zinman located?

Donna Lewis Zinman is based in WALNUT CREEK, California, working with CAPITAL ADVANTAGE, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Donna Lewis Zinman charge for services?

Donna Lewis Zinman'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 CAPITAL ADVANTAGE, INC.?

CAPITAL ADVANTAGE, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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