Best Investors Account Sign in
Inactive

Andrew John Zalic

Raymond James Financial Services Advisors, Inc

Mentor, OH

Claim This Profile
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

View on SEC IAPD

Other Firms

CARVER FINANCIAL SERVICES INC
LAKERIDGE WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
KINETIC WEALTH INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BOBBI JOANN BRUNER
SARA ANN O'NEIL
JAMES LEONARD LAMAR
Zachary Clark Edwards
Alexander James Waldron
NANCY ANN WILLIAMS
NIKOLAUS KARL WEARSCH
CHARLES KALE SCHULZ

Other Offices

CARVER FINANCIAL SERVICES INC · MENTOR, OH
CARVER FINANCIAL SERVICES INC · MENTOR, OH
LAKERIDGE WEALTH MANAGEMENT LLC · MENTOR, OH
CETERA INVESTMENT ADVISERS LLC · Mentor, OH
KINETIC WEALTH INVESTMENT ADVISORS, LLC · Mentor, OH
LPL FINANCIAL LLC · Mentor, OH
CETERA INVESTMENT ADVISERS LLC · MENTOR, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Mentor, OH

More in Mentor, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor