AZ
AZ

Andrew Stuart Zimmerman

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
133 advisors
Number of Clients
1,867 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

300 Carnegie Center Suite 100, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew volunteers with TEDxDelray, helping them raise money to fund their event. This activity takes a few hours per week and is not related to business securities.

Employment History
Current Registrations
Advisors Asset Management, INC.
March 2009 - Present · 16 yrs 11 mos
Advisors Asset Management, INC.
March 2009 - Present · 16 yrs 11 mos
Advisors Asset Management, INC.Broker
March 2009 - Present · 16 yrs 11 mos
Previous Registrations
Claymore Advisors, LLC
December 2004 - November 2008 · 3 yrs 11 mos
Claymore Securities, INC.Broker
November 2004 - November 2008 · 4 yrs
State Registrations2 states
FLPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.