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RZ

Randolph F. Zimmer

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CRD#: 1235859
RZ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Randolph Friedrich Zimmer, who also goes by Randolph Fredrich Zimmer, Randolph Fredrick Zimmer, Randy Zimmer, was a registered financial professional .

Randolph is a previously registered financial professional and started their career in finance in 1984. Randolph had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Randolph Fredrich Zimmer | Randolph Fredrick Zimmer | Randy Zimmer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 28, 2006 - July 25, 2014

NEW CENTURY FINANCIAL GROUP, LLC

RIA
CRD#: 104553
PRINCETON, NJ
Past

September 21, 2006 - December 1, 2017

OSAIC WEALTH, INC.

BD
CRD#: 23131
PRINCETON, NJ
Past

January 13, 2003 - September 18, 2006

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
SMITHVILLE, NJ
Past

January 13, 2003 - September 18, 2006

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
SMITHVILLE, NJ
Past

July 18, 2002 - January 15, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
LINWOOD, NJ
Past

April 20, 2001 - January 15, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 11, 1991 - April 23, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

May 14, 1988 - December 4, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 26, 1986 - May 14, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

March 27, 1984 - April 7, 1986

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NC
NEW CENTURY FINANCIAL GROUP, LLC
DMG FINANCIAL | WEALTH BUILDER ADVISOR | ORING AND COMPANY, LLC | NOLAN WEALTH MANAGEMENT | NEW CENTURY FINANCIAL GROUP, LLC | NEW CENTURY FINANCIAL GROUP LLC | MICHAEL BALLAN CAPITAL ADVISORS | MG&A | JACKIE BENNETT FINANCIAL GROUP | GARCIA FINANCIAL GROUP DBA PLAN WISELY WEALTH ADVISORS

CRD#: 104553 / SEC#: 801-51232

RIA
Registered Investment Advisory firm - (2/9/1996 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/20/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NC
NEW CENTURY FINANCIAL GROUP, LLC
DMG FINANCIAL | WEALTH BUILDER ADVISOR | ORING AND COMPANY, LLC | NOLAN WEALTH MANAGEMENT | NEW CENTURY FINANCIAL GROUP, LLC | NEW CENTURY FINANCIAL GROUP LLC | MICHAEL BALLAN CAPITAL ADVISORS | MG&A | JACKIE BENNETT FINANCIAL GROUP | GARCIA FINANCIAL GROUP DBA PLAN WISELY WEALTH ADVISORS

CRD#: 104553 / SEC#: 801-51232

RIA
Registered Investment Advisory firm - (2/9/1996 Approved)
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Contact information


Main Address
902 Carnegie Ctr Suite 510, Princeton, NJ 08540
Mailing Address
Phone number
(609) 924-2049
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (21 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NEW CENTURY FINANCIAL GROUP, LLC DISCLOSURE BROCHURE (8/15/2025)

Regulatory assets under management


Total Number of Accounts894
AUM (Assets Under Management)$ 192,850,635

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NEW CENTURY FINANCIAL GROUP, LLC

CRD#: 104553

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