Zelle
Dunn
New Republic Partners
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About this Advisor
Zelle Dunn is a financial advisor working out of Charlotte, North Carolina with 1 year of industry experience. Dunn works at New Republic Partners. Dunn has gained experience at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, New Republic Capital, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Dunn maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina and South Carolina. New Republic Partners is a company that has its headquarters in Charlotte, NC. The investment advisory business has offices in four locations and a total of 21 people on staff. It administers $2 billion in total assets between its 486 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to two charitable organizations. Of its 486 client accounts, 67% are associated with high-net-worth investors who have greater than $1 million in investable assets. New Republic Partners performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees usually are based on which service is provided. Fee types charged by New Republic Partners most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Republic Partners Brokerage Details
$1,625,019,224
21
486
$3,343,661
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Zelle Dunn Work History
Zelle has been registered as a financial advisor for 1 years.*
New Republic Capital, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Morgan Stanley Smith Barney
Morgan Stanley & Co. Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zelle Dunn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at New Republic Partners
Charlotte, NC
Atlanta, GA
Atlanta, GA
Charlotte, NC
Pawleys Island, SC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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