Neven Zelich, financial advisor Akron OH
83 score

Neven Zelich

CRD Number: 1848738
Current Firm: Mid Atlantic Financial Management, Inc.

Neven Zelich (CRD# 1848738) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Akron, OH and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Mid Atlantic Financial Management, Inc. Akron, OH Jul 2010 - Current 6
Mid Atlantic Capital Corporation Akron, OH Jul 2010 - Current 6
Ubs Financial Services Inc. Canton, OH Mar 2004 - Jul 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Apr 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Neven Zelich
Phone Number: 412-391-7077
Registered State(s):
  • AL
  • AZ
  • CA
  • FL
  • IL
  • IN
  • MA
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA
  • WV
  • MI
  • MD
By the Numbers
  • Total Assets Under Management
    1,765
    MILLIONS
  • Total Number of Accounts
    7,294
    ACCOUNTS
  • Average Account Value
    $241,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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