President, Secretary, Treasurer (12/2023) and Chief Compliance Officer · S.F. Ehrlich Associates, Inc.
John C. Zeltmann
CRD 5621804 · Named on Form ADV at one SEC-registered adviser
At a glance
S.F. Ehrlich Associates, Inc., an SEC-registered wealth manager based in Cranford, NJ with $186 million in regulatory assets, lists John C. Zeltmann on its Form ADV as President, Secretary, Treasurer (12/2023) and Chief Compliance Officer, a control person.
Firms and roles
- S.F. Ehrlich Associates, Inc.President, Secretary, Treasurer (12/2023) and Chief Compliance OfficerWealth manager · Cranford, NJ · $186M in regulatory assets
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John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.