SZ
SZ

Sanford Zimmerman

30 Years of Experience
Jacksonville, FL
Broker

Sanford Zimmerman is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

50 North Laura Street, Suite 2000, Jacksonville, FL, 32202

Get directions

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.

Learn about disclosures →
Other Business Activities

Sanford is a partner accounting for investments by the Jaffee Group. He also serves as president of the River Garden Hebrew Home, dedicating minimal time outside of business hours to this role.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
October 2008 - June 2009 · 8 mos
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
Wachovia Securities, LLCBroker
July 2003 - September 2008 · 5 yrs 2 mos
Wachovia Securities, LLC
July 2003 - September 2008 · 5 yrs 2 mos
Prudential Securities Incorporated
October 1996 - July 2003 · 6 yrs 9 mos
Prudential Securities IncorporatedBroker
July 1995 - July 2003 · 8 yrs
Prudential Securities IncorporatedBroker
August 1994 - August 1994 · 0 mos
State Registrations37 states
ALAZCACOCTDCDEFLGAIDILINKYMAMDMIMNMONCNHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sanford Zimmerman - Financial Advisor | TrueAdvisor