Investment adviser representative · Raymond James Financial Services Advisors, Inc.
Andrew J. Zalic
CRD 6201147 · Mentor, OH
At a glance
Andrew J. Zalic is an investment adviser representative with Raymond James Financial Services Advisors, Inc. in Mentor, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Andrew’s SEC record dates to 2020, about 6 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Raymond James Financial Services Advisors, Inc.Since August 2026Mentor, OH · $390B in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Andrew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.