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David Scott Zelman

ZELMAN CAPITAL, LLC·BEACHWOOD, Ohio
SIE, Series 7, Series 24, Series 63, Series 79TO, Series 99TOClean recordZELMAN CAPITAL, LLC
3333 RICHMOND RD, BEACHWOOD, OH 44122CRD# 1371677Firm CRD# 164182

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Scott Zelman · BEACHWOOD, OH
Registration
CRD #1371677 · ZELMAN CAPITAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ZELMAN CAPITAL, LLC
CRD 164182 · SEC 802-110133
AUM
$227M
Regulatory assets under management
Services offered by ZELMAN CAPITAL, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ZELMAN CAPITAL, LLC →
Introduction

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04

Frequently Asked Questions

What services does David Scott Zelman offer?
David Scott Zelman specializes in Retirement Planning. Contact their office in BEACHWOOD, Ohio for a consultation.
What are David Scott Zelman's credentials?
David Scott Zelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Zelman located?
David Scott Zelman is based in BEACHWOOD, Ohio, working with ZELMAN CAPITAL, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does David Scott Zelman charge for services?
David Scott Zelman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZELMAN CAPITAL, LLC?
ZELMAN CAPITAL, LLC is a registered investment adviser with the SEC, managing $227M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at ZELMAN CAPITAL, LLC

Ivy Lynne Zelman
BEACHWOOD, OH
Stephen H Wank
BEACHWOOD, OH

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