Unclaimed Profile

Andrew Christopher Zimmerman

DT INVESTMENT PARTNERS, LLC·CHADDS FORD, Pennsylvania

Clean record19 years registeredDT INVESTMENT PARTNERS, LLC

BRANDYWINE FIVE, CHADDS FORD, PA 19317-9665CRD# 5117248Firm CRD# 157646

Profile Verification

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

Identity

Andrew Christopher Zimmerman · CHADDS FORD, PA

Registration

CRD #5117248 · DT INVESTMENT PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DT INVESTMENT PARTNERS, LLC

DT INVESTMENT PARTNERS, LLC

Jul 2011 – Jan 2026

CHADDS FORD, PA

DANIELS + TANSEY, L.L.P.

Sep 2008 – Jun 2011

WILMINGTON, DE

HAVERFORD FINANCIAL SERVICES, INC.

Jan 2008 – Aug 2008

RADNOR, PA

HAVERFORD INVESTMENT MANAGEMENT, INC.

Jan 2008 – Aug 2008

RADNOR, PA

ALLEGIANCE CAPITAL CUSTOMIZED INVESTMENTS

May 2007 – Nov 2007

RADNOR, PA

Registrations & Exams

Registration record

First registered · May 10, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DT INVESTMENT PARTNERS, LLC

CRD 157646 · SEC 801-72325

AUM

$1.5B

Regulatory assets under management

Employees

1,773 client accounts

Services offered by DT INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DT INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Christopher Zimmerman offer?

Andrew Christopher Zimmerman specializes in Financial Planning, Investment Management, Wealth Management.

What are Andrew Christopher Zimmerman's credentials?

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

Where is Andrew Christopher Zimmerman located?

Andrew Christopher Zimmerman is based in CHADDS FORD, Pennsylvania, last registered with DT INVESTMENT PARTNERS, LLC.

How does Andrew Christopher Zimmerman charge for services?

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

How large is DT INVESTMENT PARTNERS, LLC?

DT INVESTMENT PARTNERS, LLC has approximately 9 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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