Unclaimed Profile

Ivy Lynne Zelman

ZELMAN CAPITAL, LLC·BEACHWOOD, Ohio

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Ivy Lynne Zelman is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with ZELMAN CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Ivy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ivy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ZELMAN CAPITAL, LLC

AUM

$227M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at ZELMAN CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2288665

Firm CRD# 164182

View on FINRA BrokerCheck →

Looking for a financial advisor in BEACHWOOD?

Browse all registered financial advisors in BEACHWOOD, Ohio or claim this profile if it's yours.

Browse BEACHWOOD Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →