Charles Zimmerer
CRD Number: 5969563Current Firm: Belpointe Asset Management LLC
Compensation Model: Both
Charles Zimmerer (CRD# 5969563) is an Investment Advisor Representative working at Brickell Opus Wealth Management LLC in Miami, FL and has over 6 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belpointe Asset Management, LLC | Reno, NV | Feb 2022 - Current | 2 |
| Slow Capital, Inc. | Greenbrae, CA | Jan 2018 - Current | 6 |
| Law Office Of Charles J. Zimmerer, P.a. | Miami, FL | Apr 2012 - Current | 12 |
| Charles J Zimmerer Cpa | Miami, FL | Mar 2007 - Current | 17 |
| Perigon Wealth Management, Llc Dba Anthem Advisors LLC | San Francisco, CA | Jan 2018 - Jan 2019 | 1 |
| Brickell Opus Wealth Management LLC | Miami, FL | Oct 2013 - Feb 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- FL
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Total Assets Under Management4,300MILLIONS
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Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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