This document provides client service information for an investment account managed by Martin Zeman at 345 Park Avenue, New York. It includes details on tax lot default disposition methods, bond amortization elections, and electronic delivery preferences. Pershing LLC is identified as the clearing broker, with responsibilities outlined for both Pershing and the client's financial institution.
doj/DataSet10/EFTA01371932.pdf
{"key_people":["Martin Zeman"],"document_type":"financial","key_locations":["345 Park Avenue, New York, NY 10154"],"document_subtype":"Account Information","key_organizations":["Pershing LLC","The Bank of New York Mellon Corporation","FINRA","NYSE","SIPC"],"reference_numbers":["Account Number: N4G-026161","A0100637CSF50020"]}