Nathan M. Zimmer
Professional summary
Nathan Mayer Zimmer is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Metairie, Louisiana and NYLIFE SECURITIES LLC located in Metairie, Louisiana.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Nathan has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Mayer Zimmer's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 9, 2024 - Present
EAGLE STRATEGIES LLC
October 7, 2019 - Present
NYLIFE SECURITIES LLC
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/3/2022)
(10/16/2019)
(2/9/2024)
(8/8/2023)
(9/5/2024)
Exams
Series 7TO
Date: 10/11/2023
General Securities Representative ExaminationSeries 6TO
Date: 10/7/2019
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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