Andrew John Zalic
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
CFADesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jul 2026 to now
- Carver Financial ServicesJul 2026 to now
- Mai Capital Management LLCMay 2014 to Jun 2026
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6201147
- Firm CRD
- 149018