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Chief Executive Officer and Chief Compliance Officer · Lyons Investment Management

Mark D. Zavanelli

CRD 2957965 · Named on Form ADV at one SEC-registered adviser

At a glance

Lyons Investment Management, an SEC-registered wealth manager based in Winter Park, FL with $73 million in regulatory assets, lists Mark D. Zavanelli on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Lyons Investment ManagementChief Executive Officer and Chief Compliance OfficerWealth manager · Winter Park, FL · $73M in regulatory assets

AtlasMembers

Mark’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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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.