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Adam Joseph Zimmerman

Park Avenue Securities LLC

Fort Myers, FL

CRD 7508847

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Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-25
VA RA APPROVED 2023-07-03
CO RA APPROVED 2023-04-20
FL RA APPROVED 2022-10-20
  • NJ RA
    APPROVED
    Since 2025-04-25
  • VA RA
    APPROVED
    Since 2023-07-03
  • CO RA
    APPROVED
    Since 2023-04-20
  • FL RA
    APPROVED
    Since 2022-10-20

Branch Locations

14021 Metropolis Ave., Fort Myers, FL 33912 • 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
Guardian Life Insurance Company Fort Myers FL 11/2021 Present
Ferguson Enterprises Naples FL 11/2020 12/2021
Full Time Education Lakeland FL 08/2015 05/2019
Lake Aurora Christian Camp Lake Wales FL 09/2015 01/2020
Park Avenue Securities Fort Myers FL 03/2022 Present
Culvers Of Estero Estero FL 03/2014 11/2020
  • 11/2021 → Present
    Guardian Life Insurance Company
    Fort Myers, FL
  • 11/2020 → 12/2021
    Ferguson Enterprises
    Naples, FL
  • 08/2015 → 05/2019
    Full Time Education
    Lakeland, FL
  • 09/2015 → 01/2020
    Lake Aurora Christian Camp
    Lake Wales, FL
  • 03/2022 → Present
    Park Avenue Securities
    Fort Myers, FL
  • 03/2014 → 11/2020
    Culvers Of Estero
    Estero, FL
Other Businesses

1. Door Dash Driver, Start Date: 3/28/26, Nature: Food delivery service, Address: 12498 Riverside Drive Apt 203 Fort Myers, FL 33919 Duties: Deliver food orders, 60 total hours per month; 0 during securities trading hours, Non-Investment Related,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-23
  • S66 Uniform Combined State Law Examination
    2022-09-23
Other Names
  • Adam Zimmerman
  • Adam Joseph Zimmerman

View on SEC IAPD

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