Matthew M. Zimmer
Professional summary
Matthew Montgomery Zimmer, who also goes by Matthew M Zimmer, is a registered financial professional currently at WILLIAM BLAIR located in Chicago, Illinois and INNER CIRCLE SPORTS LLC located in Chicago, Illinois.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 2 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Montgomery Zimmer's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 19, 2007 - Present
WILLIAM BLAIR
Office #1: The William Blair Building 150 North Riverside, Chicago, IL 60606July 28, 2026 - Present
INNER CIRCLE SPORTS LLC
Office #1: The William Blair Building 150 North Riverside, Chicago, IL 60606-1594State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/4/2025)
(2/4/2025)
(2/4/2025)
(12/21/2007)
(2/4/2025)
(2/4/2025)
(2/4/2025)
Exams
What does exam status mean?
Series 79TO
Passed: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
NYSE American LLC
Nasdaq Stock Market
New York Stock Exchange
Current Firm
INNER CIRCLE SPORTS LLC
CRD#: 127772 / SEC#: , 8-66043
Contact information
FINRA licenses (2 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WBC HOLDINGS, L.P. | HOLDING COMPANY | |
| CITARDI, CISSIE | EXECUTIVE COMMITTEE | 6642613 |
| DEVORE, RYAN JACOB | EXECUTIVE COMMITTEE | 3049671 |
| GLEDHILL, BRENT WALKER | EXECUTIVE COMMITTEE | 2921069 |
| KENDALL, ROBERT DANIEL | EXECUTIVE COMMITTEE | 2765873 |
| MCLAUGHLIN, SCOTT THOMAS | EXECUTIVE COMMITTEE | 2481285 |
| RASAVONGXAY, WILLSON B | CHIEF COMPLIANCE OFFICER | 6593731 |
| SATTERFIELD, BETH A | EXECUTIVE COMMITTEE | 6011858 |
| TOLE, STEVEN ROBERT | EXECUTIVE COMMITTEE | 5885283 |
| TRIMBERGER, MICHAEL WILLIAM | EXECUTIVE COMMITTEE / CHIEF FINANCIAL OFFICER | 5329834 |
| ZIMMER, MATTHEW MONTGOMERY | EXECUTIVE COMMITTEE | 4157826 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
INNER CIRCLE SPORTS LLC
CRD#: 127772Chicago, IL 60606TRUST BUT VERIFY
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