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David Michael Zolt

Westlake Advisors

Lakewood, OH

CRD 5336852

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Employer firm

Westlake Advisors CRD 144067

10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Westlake Advisors

Lakewood, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2007-05-30
  • OH RA
    APPROVED
    Since 2007-05-30

Branch Locations

Lakewood, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dmz Financial Services Westlake OH 05/2007 Present
  • 05/2007 → Present
    Dmz Financial Services
    Westlake, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

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