# Andrew R Zimmer

Andrew R Zimmer is an investment adviser representative (IAR) with state registration records since 2002, appearing at 10 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2026-06-02 | present | Yes |
| [CURI CAPITAL, LLC](https://search.stillhousedata.com/firm/134249) | 2025-04-16 | 2025-11-18 | — |
| [SIMPLICITY WEALTH LLC](https://search.stillhousedata.com/firm/300572) | 2024-09-26 | 2024-12-16 | — |
| [REGAL ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/123842) | 2021-01-08 | 2024-10-02 | — |
| [SAGE PRIVATE WEALTH GROUP, LLC](https://search.stillhousedata.com/firm/173399) | 2016-09-20 | 2021-01-29 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2016-08-30 | 2020-10-05 | — |
| [KINGSBURY CAPITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/145658) | 2014-01-27 | 2016-09-26 | — |
| [VESTOR CAPITAL PARTNERS, LLC](https://search.stillhousedata.com/firm/136859) | 2010-05-28 | 2012-01-31 | — |
| [ZACKS INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/110897) | 2002-08-15 | 2010-06-28 | — |
| [BANC ONE SECURITIES CORPORATION](https://search.stillhousedata.com/firm/16999) | 2002-05-20 | 2002-07-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2052665)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2052665.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.