Richard Ervin Zimmerman

Employer firm

We Family Offices CRD 109869

$17.8B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → Present
  We Family Offices Llc
  New York, NY

Previous Registrations

• 2004-10-20 → 2005-10-04
  Banc Of America Investment Services, Inc.
  Greenwich, CT
• 2002-12-04 → 2004-10-20
  Quick & Reilly, Inc.
  Greenwich, CT

Other Businesses

Richard serves on the Ceres President's Council, Earth Charter International Council, Earth Charter Associates Board, Riverkeeper Advisory Board, and Capital Institute Board.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-23
• S63 Uniform Securities Agent State Law Examination
  1993-02-10

Other Names

• Richard Zimmerman