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Andrew John Zalic

Raymond James Financial Services Advisors, Inc

Mentor, OH

CRD 6201147

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-11
  • OH RA
    APPROVED
    Since 2026-08-11

Branch Locations

7473 Center St, Mentor, OH 44060 • 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
Mai Capital Management Llc Cleveland OH 05/2014 06/2026
Raymond James Financial Services Advisors, Inc. Mentor OH 07/2026 Present
Carver Financial Services Mentor OH 07/2026 Present
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

CARVER FINANCIAL SERVICES INC
LAKERIDGE WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

BOBBI JOANN BRUNER
SARA ANN O'NEIL
JAMES LEONARD LAMAR

Nearby Offices

CARVER FINANCIAL SERVICES INC · MENTOR, OH
CARVER FINANCIAL SERVICES INC · MENTOR, OH
LAKERIDGE WEALTH MANAGEMENT LLC · MENTOR, OH

More in Mentor, OH

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