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HZ

Holly B. Zimmerman

CENTERVIEW PARTNERS LLC
New York, NY 10019
Some features on this profile are disabled
CRD#: 2452926
HZ

Professional summary

Holly Beth Zimmerman, who also goes by Holly Beth Becker, is a registered financial professional currently at CENTERVIEW PARTNERS LLC located in New York, New York.

Holly is registered as a RR (Registered Representative) and started their career in finance in 1997. Holly has worked at 5 firms and has passed the Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Holly Beth Becker

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) - BD

Click below to view Holly Beth Zimmerman's CRS (Customer Relationship Summary).

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

Current

November 17, 2021 - Present

CENTERVIEW PARTNERS LLC

Office #1: 31 West 52nd Street 22nd Floor, New York, NY 10019
BD
CRD#: 133796
New York, NY
Past

May 24, 2000 - May 25, 2004

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 17, 1999 - September 3, 1999

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

November 28, 1997 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

July 3, 1997 - October 26, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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

General Industry/Product Exam
RR
Series 7TO
Date: 11/16/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/7/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/2/1997
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CENTERVIEW PARTNERS LLC
CENTERVIEW PARTNERS LLC | PRUZAN & CO., LLC

CRD#: 133796 / SEC#: , 8-66774

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
31 West 52nd Street 22nd Floor, New York, NY 10019
Mailing Address
31 West 52nd Street 22nd Floor, New York, NY 10019
Phone number
(212) 380-2650
Established
Delaware since 02/25/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CENTERVIEW PARTNERS ADVISORY HOLDINGS LLCMANAGING MEMBER
EFFRON, BLAIR WAYNEPARTNER1532642
HARTMAN, ALAN PHILIPPARTNER2595280
KOSOWSKY, AMANDA LENORECHIEF COMPLIANCE OFFICER6639399
PRUZAN, ROBERT ALANPARTNER2018542
ROBINSON, MARK JASONPARTNER2394581
VICARI, JEANNEFINOP & CHIEF FINANCIAL OFFICER1975263

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

CENTERVIEW PARTNERS LLC

CRD#: 133796New York, NY 10019

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