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Ivy Lynne Zelman

ZELMAN CAPITAL, LLC·BEACHWOOD, Ohio
SIE, Series 7, Series 24, Series 63, Series 86, Series 87Clean recordZELMAN CAPITAL, LLC
3333 RICHMOND RD, BEACHWOOD, OH 44122CRD# 2288665Firm CRD# 164182

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ivy Lynne Zelman · BEACHWOOD, OH
Registration
CRD #2288665 · ZELMAN CAPITAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 86
Series 87
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 Ivy Lynne Zelman offer?
Ivy Lynne Zelman specializes in Retirement Planning. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Ivy Lynne Zelman's credentials?
Ivy Lynne Zelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ivy Lynne Zelman located?
Ivy Lynne 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 Ivy Lynne Zelman charge for services?
Ivy Lynne 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

David Scott Zelman
BEACHWOOD, OH
Stephen H Wank
BEACHWOOD, OH

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