Herbert Weaver Zimmerman

Macquarie Investment Management Business Trust

29 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Macquarie Investment Management Business Trust

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

42 advisors

Number of Clients

377 clients

Average Client Portfolio

$506.5M average

Assets Under Management

$191.0B

Fee Structure

Financial Planning:Investment management only

Location

610 Market Street, Philadelphia, PA, 19106

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.

Employment History

Current Registrations

Macquarie Investment Management Business Trust

April 2020 - Present · 5 yrs 10 mos

Delaware Distributors, L.P.

January 2010 - Present · 16 yrs 1 mo

Delaware Distributors, L.P.Broker

January 2010 - Present · 16 yrs 1 mo

Previous Registrations

Delaware Capital Management Advisers, INC

January 2010 - April 2020 · 10 yrs 3 mos

Lincoln Financial Distributors, INC.

September 2002 - December 2009 · 7 yrs 3 mos

Lincoln Financial Distributors, INC.Broker

December 2000 - December 2009 · 9 yrs

Delaware Distributors, L.P.Broker

December 2000 - December 2000 · 0 mos

Dean Witter Reynolds INC.Broker

July 1998 - August 2000 · 2 yrs 1 mo

Ids Life Insurance CompanyBroker

November 1996 - May 2001 · 4 yrs 6 mos

American Express Financial Advisors INC.Broker

November 1996 - July 1997 · 8 mos

State Registrations4 states

ALGAPATN

AdvisorBrokerBoth

Exams

No exam information available for this advisor.