Eric Zimmerman
Eric Zimmerman is a registered investment advisor at Osaic Wealth, INC., based in Hamden, CT, with 25 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Hamden, CT
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric offers term life insurance products through ASH Brokerage and dedicates minimal time to this. He also works as a ticket seller/time keeper for high school sports and coaches/referees soccer, spending about 10-20% of his time on these activities. Eric is also an Investment Advisor with RetirementPlus Financial Solutions, LLC, spending nearly full-time on advisory business.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning CorporationBroker
Jefferson Pilot Securities CorporationBroker
AXA Advisors, LLCBroker
State Registrations11 states
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