Individual Firm
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KYLE R ZELLER
CRD#: 3107696
IA
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SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LPCRD#: 128591 65 East State St.
Suite 2000
COLUMBUS, OH 43215
Suite 2000
COLUMBUS, OH 43215
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11/22/1996
Criminal
Final Disposition
State Registrations
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Ohio 4/14/2005
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Registered with this firm since 4/14/2005
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 10/31/2008 - 12/31/2017 | COLUMBUS, OH | |
IA | 12/21/2011 - 04/05/2017 | COLUMBUS, OH | |
IA | 10/31/2008 - 01/28/2011 | COLUMBUS, OH | |
IA | 01/12/2005 - 10/31/2008 | COLUMBUS, OH | |
B | 01/10/2005 - 10/31/2008 | COLUMBUS, OH | |
IA | 02/05/2003 - 12/31/2004 | COLUMBUS, OH | |
B | 07/02/2001 - 12/31/2004 | PHOENIX, AZ | |
B | 12/02/1998 - 07/10/2001 | HOUSTON, TX |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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