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Zachary Adam Zimmer

Trebuchet Consulting, LLC

Pittsburgh, PA

CRD 7467450

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Employer firm

Trebuchet Consulting, LLC CRD 166645

$1.08B regulatory AUM 39 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Trebuchet Consulting, Llc

313 Castle Shannon Blvd., Pittsburgh, PA 15234 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-10
  • PA RA
    APPROVED
    Since 2021-11-10

Branch Locations

313 Castle Shannon Blvd., Pittsburgh, PA 15234 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trebuchet Consulting, Llc Pittsburgh PA 10/2016 Present
Thomas Jefferson High School And Kent State University Pittsburgh PA 08/2008 10/2016
  • 10/2016 → Present
    Trebuchet Consulting, Llc
    Pittsburgh, PA
  • 08/2008 → 10/2016
    Thomas Jefferson High School And Kent State University
    Pittsburgh, PA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ALLEGHENY FINANCIAL GROUP
ALLEGHENY INVESTMENTS
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Nearby Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR

Nearby Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA

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