Neven Zelich

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 09/2017
  Mid Atlantic Financial Management, Inc.
  Akron, OH
• 07/2010 → 09/2017
  Mid Atlantic Capital Corporation
  Akron, OH
• 09/2017 → 03/2020
  Ameriprise Financial Advisors Inc.
  North Canton, OH
• 03/2020 → 08/2025
  Ameriprise Financial Services, Llc
  North Canton, OH
• 08/2025 → Present
  Steward Partners Investment Solutions, Llc
  North Canton, OH
• 08/2025 → Present
  Steward Partners Investment Advisory, Llc
  North Canton, OH
• 08/2025 → Present
  Steward Partners Global Advisory, Llc
  North Canton, OH

Previous Registrations

• 2017-09-25 → 2025-08-15
  Ameriprise Financial Services, Llc
  North Canton, OH
  Newark, OH
  Richfield, OH
• 2010-07-14 → 2017-09-25
  Mid Atlantic Financial Management, Inc.
  Akron, OH
  Pittsburgh, PA
• 2004-03-12 → 2010-07-16
  Ubs Financial Services Inc.
  Canton, OH
• 1997-03-06 → 2004-03-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Canton, OH

Other Businesses

1) Business Ownership; Jenz, LLC; Co-owner; Manage Ameriprise Business; 5399 Lauby Rd, Suite 115, North Canton, OH, 44720; Investment-Related; 03/05/2010; 40 to 59 hours per month; 60 during trading hours. 2) ; Jenz, LLC; Co-owner; Manage advisory business; 5399 Lauby Rd, , North Canton, OH, 44720; Investment-Related; 07/10/2010; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-11
• S63 Uniform Securities Agent State Law Examination
  1990-03-30