Zachary Alan Abrams

Current Employers

Employment History

• 06/2006 → Present
  Capital Analysts Inc
  Radnor, PA
• 12/2005 → Present
  Capital Advisors Ltd.
  Shaker Heights, OH
• 06/2012 → Present
  Lincoln Investment
  Shaker Heights, OH

Previous Registrations

• 2012-06-04 → 2016-10-26
  Capital Analysts
  Shaker Heights, OH
  Shaker Heights, OH
• 2010-03-24 → 2012-06-01
  Cincinnati Analysts, Inc.
  Shaker Heights, OH

Other Businesses

CAPITAL ADVISORS, LTD. POSITION: Manager, Wealth Management and Portfolio Analysis NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 141 START DATE: 06/01/2006 ADDRESS: 20600 Chagrin Blvd., Ste. 1115, Shaker Heights OH 44122, United States DESCRIPTION: Support partners of the firm in financial planning activities. ATDRTD2019, LLC POSITION: Owner, single member LLC NATURE: investing in real estate and building models for real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2020 ADDRESS: 1019 Kenilworth Avenue, Cleveland OH 44113, United States DESCRIPTION: model building and determine real estate to be invested in JFSA INVESTMENT SUBCOMMITTEE POSITION: assisting the committee on Investment decisions related for the endowment. NATURE: NonProfit Investment Subcommittee INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2023 ADDRESS: 29125, Chagrin Blvd OH 44122, United States DESCRIPTION: I will be assisting the committee on Investment decisions related for the endowment. This is a not-for-profit and I receive no compensation. JEWISH FEDERATION OF CLEVELAND POSITION: I am on the board of the committee and advise on the allocation of the defined benefit plan. I am chair of thecommittee. NATURE: Advising the retirement plans of Jewish Federation of Cleveland INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 25701 Science Park Dr, Beachwood OH 44122, United States DESCRIPTION: I am one part of a larger committee. There is a consultant who does manager selection and asset allocation. We oversee that consultant. STRAI POSITION: I am the founder. NATURE: Chat Bot INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2023 ADDRESS: 4424 Bridge Avenue, Cleveland OH 44113-4422, United States DESCRIPTION: Assisting to develop the the platform byproviding insight on UI and how the bot may interact with short term rental owners. I have outsourced the AI and web development portion of the platform. JFSA BOARD OF DIRECTORS POSITION: Board Member/Board Director NATURE: On the board of a non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2024 ADDRESS: 29125 Chagrin Blvd, Beachwood OH 44122, United States DESCRIPTION: I will be assisting the JFSA in decisions related to running the non-profit.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-30

Designations

Other Names

• Zachary A Abrams