Charles Herbert Zimmerman
Investment adviser representative at Columbia Management Investment Advisers, LLC
11 yearsExperience
1 stateRegistered in
$502.4BFirm assets
40 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Columbia Management Investment Advisers, LLCFeb 2026 to now
- Columbia Management Investment Distributors, Inc.Feb 2026 to now
- American Expresss Global Business TravelJan 2025 to Nov 2025
- UnemployedMay 2023 to Jan 2025
- Sourceday Inc.Dec 2022 to May 2023
- Oracle, Inc.Jul 2019 to Nov 2022
- University of Wisconsin-madisonAug 2018 to May 2019
- Coupa, Inc.Jun 2018 to Aug 2018
- University of Wisconsin-madisonAug 2017 to Jun 2018
- Shurtech LLCJun 2017 to Aug 2017
- University of Wisconsin-madisonAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Columbia Management Investment Advisers, LLC
$502.4BAssets managed
4,251Clients
201Advisers
40 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
- 8215328
- Firm CRD
- 108257