Robert M. Zimmerman
Professional summary
Robert M Zimmerman, who also goes by Bob Zimmerman, Robert Zimmerman, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in New York, New York.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 3 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert M Zimmerman's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 17, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 50 Hudson Yards Fl 69, New York, NY 10001October 30, 2017 - December 31, 2017
GFO ADVISORY SERVICES, LLC
September 24, 2003 - September 9, 2004
COLUMBIA MANAGEMENT ADVISORS, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/27/2021)
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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