Barry Mendelson, financial advisor Santa Rosa CA

Barry Mendelson

CRD Number: 2531235
Current Firm: Zrc Wealth Management, LLC

Barry Mendelson (CRD# 2531235) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 23 years of experience in the finance industry. Barry Mendelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Zrc Wealth Management Santa Rosa, CA Jul 2014 - Current 6
Just Plans, Etc. Walnut Creek, CA Jan 2010 - Current 11
Elevation Wealth Management Walnut Creek, FL Oct 2011 - Mar 2015 3
Self Employed Walnut Creek, CA Jan 2010 - Jun 2014 4
Charles Schwab & Company, Inc. San Francisco, CA Feb 2004 - Jan 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
Contact Info for Barry N. Mendelson
Phone Number: 707-524-6131
Firm Website: http://www.zrcwm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    206
    MILLIONS
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $425,261
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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