MZ
MZ

Matthew John Zimmerman

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
2,056 clients
Average Client Portfolio
$681K average
Assets Under Management
$1.4B

Fee Structure

Loading...

Location

1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401

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

Matthew works as a paraplanner for Scarborough Capital Management, an outside RIA. This investment-related activity takes about half of his time.

Employment History
Current Registrations
Scarborough Capital Management
June 2022 - Present · 3 yrs 8 mos
Independent Financial Group, LLCBroker
April 2022 - Present · 3 yrs 10 mos
State Registrations1 state
MD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.