KZ
Keeyan R. Zimmerman
TRUSTMONT ADVISORY GROUP
BLOOMSBURG, PA 17815
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CRD#: 6947634
KZ
Professional summary
Keeyan Ryley Zimmerman is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Bloomsburg, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Bloomsburg, Pennsylvania.
Keeyan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Keeyan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
DBA APPELMAN FINANCIAL , 250 SCHOOLHOUSE RD, BLOOMSBURG, PA 17815- START DATE 10/23/2020. CLIENT RELATIONSHIP MANAGER / WEALTH MANAGEMENT. 40 HPW DURING SECURITIES TRADING HOURS. INSURANCE ACTIVITY INCLUDES LIFE, ANNUITIES, HEALTH, LTC AND MEDICARE.-APPROX 16 HPM. COLUMBIA COUNTY EDGEWORKS- 98 HOUCK HOLLOW RD BLOOMSBUR PA 17815 START DATE 01-2025 - OWNER- SHARPENING SERVICES TO LOCAL INDIVIDUALS- 2 HPM CENTRAL SUSQUEHANNA COMMUNITY FOUNDATION- 725 W FRONT ST BERWICK PA 18603- START DATE 11/2025- BOARD MEMBER-RESPONSIBLE FOR FINDING DONORS- LESS THAN 1hpm COLUMBIA COUNTY EDGEWORKS- TOOL SHARPENING SERVICES TO LOCAL INDIVIDUALS- 0 HOURS DURING MARKET HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Keeyan Ryley 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®
NoneExperience
Current
February 21, 2022 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 250 Schoolhouse Road, Bloomsburg, PA 17815RIA
CRD#: 106015
BLOOMSBURG, PA
Current
August 4, 2021 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: 250 Schoolhouse Road, Bloomsburg, PA 17815BD
CRD#: 18312
Bloomsburg, PA
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".
TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC
CRD#: 106015 / SEC#: 801-30694
RIA
Registered Investment Advisory firm - (11/27/1987 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Pennsylvania(2/21/2022)
RR
Pennsylvania(2/22/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/4/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC
CRD#: 106015 / SEC#: 801-30694
RIA
Registered Investment Advisory firm - (11/27/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Mailing Address
Phone number
(724) 468-5665
Established
Firm type
Fiscal year end
# of Employees
59
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,387 |
| AUM (Assets Under Management) | $ 1,126,006,619 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
