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Barry Mendelson
from Zrc Wealth Management, LLC
Barry Mendelson is a financial advisor based in California, Santa Rosa,
with 28 years of experience. Barry currently works for
Zrc Wealth Management, LLC.
Barry maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Barry Mendelson works at Zrc Wealth Management, LLC
Zrc Wealth Management, LLC is a financial advisory firm based in Santa Rosa, California. It currently has approximately $426,343,627 of assets under management and employs about 9 people. Zrc Wealth Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
7 years
Fee structure
and a percentage of assets under your management
Office location
3562 Round Barn Cir, Suite 300, Santa Rosa, California, 95403
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