AdvisorOS Directory
Claim Profile
Unclaimed Profile
SZ

Samuel Hoy Zimmerman

SAGEWELL INVESTMENT ADVISORS, LLC·CAMBRIDGE, Massachusetts
Clean recordSAGEWELL INVESTMENT ADVISORS, LLC
955 MASSACHUSETTS AVE, CAMBRIDGE, MA 02139CRD# 7586082Firm CRD# 323174

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel Hoy Zimmerman · CAMBRIDGE, MA
Registration
CRD #7586082 · SAGEWELL INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Samuel Hoy Zimmerman is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with SAGEWELL INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Samuel

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

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

03

Firm Overview

Firm
SAGEWELL INVESTMENT ADVISORS, LLC
SAGEWELL INVESTMENT ADVISORS, LLC
AUM
$224K
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SAGEWELL INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7586082
Firm CRD# 323174
View on FINRA BrokerCheck →

Looking for a financial advisor in CAMBRIDGE?

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

Browse CAMBRIDGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Samuel Hoy Zimmerman offer?
Samuel Hoy Zimmerman specializes in Financial Planning, Investment Management. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Samuel Hoy Zimmerman's credentials?
Samuel Hoy Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel Hoy Zimmerman located?
Samuel Hoy Zimmerman is based in CAMBRIDGE, Massachusetts, working with SAGEWELL INVESTMENT ADVISORS, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Samuel Hoy Zimmerman charge for services?
Samuel Hoy Zimmerman's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGEWELL INVESTMENT ADVISORS, LLC?
SAGEWELL INVESTMENT ADVISORS, LLC has approximately 10 employees and manages $224K 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 →

Other Advisors at SAGEWELL INVESTMENT ADVISORS, LLC

Jeffrey Alan Wright
CAMBRIDGE, MA
Christopher James Toomey
CAMBRIDGE, MA

More Advisors in CAMBRIDGE, Massachusetts

Sarah Reed
CHARLES RIVER VENTURES, LLC·CAMBRIDGE, MA
Andrew Johnson
DATALIGN ADVISORY, LLC·CAMBRIDGE, MA
Bernard Lupien
RVP MANAGEMENT, LLC·CAMBRIDGE, MA
Julie Danielle Constable
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.·CAMBRIDGE, MA
Kimberly Susan Nassar
QLS ADVISORS LLC·CAMBRIDGE, MA
Christopher Taylor Carlin
MISSION BIOCAPITAL MANAGEMENT COMPANY LLC·CAMBRIDGE, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4095)WALTHAM (203)WELLESLEY (198)NEWTON (136)NEEDHAM (94)SPRINGFIELD (77)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (41)
City Guides
BOSTON GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile