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Matthew John Zimmerman

Investment adviser representative at Scarborough Capital Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets

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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
  • Seminars and workshops

Experience

14 years in the industry.

  1. Independent Financial Group, LLCJul 2021 to now
  2. Scarborough Capital ManagementJul 2021 to now
  3. Tj MaxxJan 2021 to Jul 2021
  4. Raymond JamesAug 2020 to Dec 2020
  5. Full Stime StudentFeb 2012 to Dec 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (MD).

Scarborough Capital Management

Legal name: Scarborough Advisors, LLC

$1.6BAssets managed
2,664Clients
15Advisers
12 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
7292680
Firm CRD
169517
Advisor's SEC record (opens in a new tab)
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