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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

ROBERT M ZIMMERMAN

Advisor at TRUIST ADVISORY SERVICES, INC.

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b0e72fae-9ff5-8dfe-6253-ac1b40678a33

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 24, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUIST ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 24, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Sep 24, 2003
Dual registered: no
Other names: BOB ZIMMERMAN|ROBERT ZIMMERMAN|BOB ZIMMERMAN
IAPD individual key: 4709530

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Jul 27, 2021	n/a	yes	NEW YORK, NY	Current employment
GFO ADVISORY SERVICES, LLC	Asset manager	Oct 30, 2017	Dec 31, 2017	no	New York, NY\|GREENWICH, CT	Previous registration
COLUMBIA MANAGEMENT ADVISORS, INC.	n/a	Sep 24, 2003	Sep 9, 2004	no	SUMMIT, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GFO ADVISORY SERVICES, LLC	TRUIST ADVISORY SERVICES, INC.	Dec 31, 2017	Jul 27, 2021	1,304	Firm change after gap	Other
COLUMBIA MANAGEMENT ADVISORS, INC.	GFO ADVISORY SERVICES, LLC	Sep 9, 2004	Oct 30, 2017	4,799	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109278:283390:CT:2017-12-31	Dec 31, 2017	Jul 27, 2021	GREENWICH, CT	Firm change after gap

Relationships

Registered with (3)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Jul 27, 2021 to presentfactForm ADV
→ GFO ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Oct 30, 2017 to Dec 31, 2017factForm ADV
→ COLUMBIA MANAGEMENT ADVISORS, INC.Registered adviserregistration: previous registration
Sep 24, 2003 to Sep 9, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0e72fae-9ff5-8dfe-6253-ac1b40678a33
First observed: Sep 24, 2003
Last observed: Sep 14, 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.

ROBERT M ZIMMERMAN

Advisor at TRUIST ADVISORY SERVICES, INC.

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b0e72fae-9ff5-8dfe-6253-ac1b40678a33

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:22 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TRUIST ADVISORY SERVICES, INC.

Bd affiliated wealth

Jul 27, 2021

n/a

yes

NEW YORK, NY

Current employment

GFO ADVISORY SERVICES, LLC

Asset manager

Oct 30, 2017

Dec 31, 2017

New York, NY|GREENWICH, CT

Previous registration

COLUMBIA MANAGEMENT ADVISORS, INC.

n/a

Sep 24, 2003

Sep 9, 2004

SUMMIT, NJ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

GFO ADVISORY SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

Dec 31, 2017

Jul 27, 2021

1,304

Firm change after gap

Other

COLUMBIA MANAGEMENT ADVISORS, INC.

GFO ADVISORY SERVICES, LLC

Sep 9, 2004

Oct 30, 2017

4,799

Firm change after gap

Other

Team

Left

Joined

From

Kind

109278:283390:CT:2017-12-31

Dec 31, 2017

Jul 27, 2021

GREENWICH, CT

Firm change after gap