Samantha Lynn Zimmerman
Investment adviser representative at Stonebridge Financial Group, LLC
12 yearsExperience
1 stateRegistered in
$2.3BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Stonebridge Financial Group, LLCJan 2026 to now
- J.W. Cole Advisors, Inc.Sep 2024 to Jan 2026
- J.W. Cole Financial, Inc.Sep 2024 to Jan 2026
- J.W. Cole Advisors, Inc.May 2021 to May 2024
- Regal Wealth AdvisorsJan 2020 to Jan 2026
- StudentJul 2019 to Jan 2020
- Bay To Gulf HoldingsApr 2019 to Jul 2019
- University of TampaAug 2018 to Apr 2019
- DswOct 2017 to Aug 2018
- University of TampaOct 2016 to Jan 2017
- Domino'sNov 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Stonebridge Financial Group, LLC
$2.3BAssets managed
1,457Clients
25Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7215275
- Firm CRD
- 327529