Steven Zimmerman is a registered investment advisor, based in Atlanta, GA, with 26 years of industry experience.
Location
1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309
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Regulatory History
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.
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Steven works as a Relationship Manager at Polen Capital Management, LLC, managing relationships with financial advisors since July 2024. This activity takes nearly full-time hours, with additional time spent on trading.
Employment History
Current Registrations
Foreside Funds Distributors LLCBroker
Foreside Funds Distributors LLC
Equity Investment CORP
Previous Registrations
Foreside Funds Distributors LLCBroker
Polen Capital Management, LLC
Thrivent Asset Management, LLC
Thrivent Investment Management INC.
Thrivent Distributors, LLCBroker
Thrivent Investment Management INC.Broker
Fred Alger & Company, IncorporatedBroker
Nexbank Securities INCBroker
Pfpc Distributors, INC.Broker
Funds Distributor, INC.Broker
Lpm Investment Services, INCBroker
State Registrations14 states
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.