Unclaimed Profile

Charles Spencer Zimmerman

SIGNATUREFD, LLC·ATLANTA, Georgia

Series 7, Series 63Clean record23 years registeredSIGNATUREFD, LLC

1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 3220430Firm CRD# 112758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Spencer Zimmerman · ATLANTA, GA

Registration

CRD #3220430 · SIGNATUREFD, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SIGNATUREFD, LLC

SIGNATUREFD, LLC

May 2003 – Mar 2020

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 16, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATUREFD, LLC

CRD 112758 · SEC 801-60393

AUM

$7.2B

Regulatory assets under management

Employees

108

9,871 client accounts

Services offered by SIGNATUREFD, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SIGNATUREFD, LLC →

Introduction

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Charles Spencer Zimmerman offer?

Charles Spencer Zimmerman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Charles Spencer Zimmerman's credentials?

Charles Spencer Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Spencer Zimmerman located?

Charles Spencer Zimmerman is based in ATLANTA, Georgia, last registered with SIGNATUREFD, LLC.

How does Charles Spencer Zimmerman charge for services?

Charles Spencer Zimmerman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATUREFD, LLC?

SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →