This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STRATEGIC ASSET MANAGEMENT, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

17derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S66|S65

First exam

Jun 21, 2004

First registration

Nov 2, 2018

Dual registered

no

Other names

CHARLES A. ZIMMERMAN|CHUCK ZIMMERMAN|Charles Zimmerman

IAPD individual key

4459905

Graph

RIA / Wealth Management

Canonical id

dfx:ria:72b29609-3959-4ec7-6aba-eab63844dba7

First observed

Nov 2, 2018

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.