Adam Zimmerman has been Chief Investment Officer of Columbia River Advisors since March 2025, is not listed as a control person, but directly owns under 5% of the firm.
Columbia River Advisors, LLC is a Tacoma, WA firm with $191M under management, 233 clients and 3 advisers across 3 offices, as of its July 2026 filing.
Adam Zimmerman’s longest registration is the current one, 10 years at Columbia River Advisors since 2016. Before joining Columbia River Advisors in 2016, Adam Zimmerman was registered through Blue Moon Wealth Advisory, LLC. and Summit Asset Strategies Wealth Management, LLC.
- Columbia River AdvisorsCurrent– present · 10 yearsBellevue, WA · Adviser representative · Firm CRD 154571
- Blue Moon Wealth Advisory, LLC.– · 2 yearsBellevue, WA · Adviser representative · Firm CRD 171597
- Summit Asset Strategies Wealth Management, LLC– · under a yearBellevue, WA · Adviser representative · Firm CRD 139728
- Summit Asset Strategies Wealth Management, LLC– · 3 yearsBellevue, WA · Adviser representative · Firm CRD 139728
- Pacific Capital Resource Group, Inc.– · under a yearBellevue, WA · Adviser representative · Firm CRD 117314
- Hornor, Townsend & Kent, Inc.– · 6 yearsBellevue, WA · Adviser representative · Firm CRD 4031
Investment adviser representative registrations
Adam Zimmerman is registered as an investment adviser representative in Washington, since June 2016.
- WashingtonSince 15 June 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 2003 |
| Series 7 | General Securities Representative Examination | 27 May 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 January 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Adam Quentin Zimmerman
- CRD
- 4321709
- Firm
- Columbia River Advisors · CRD 154571
- Role
- Chief Investment Officer
- Office
- 500- 108th Ave NE, #1100, Bellevue, WA 98004
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Zimmerman work?
Adam Zimmerman has been Chief Investment Officer of Columbia River Advisors, LLC since March 2025.
Is Adam Zimmerman a financial advisor?
Yes. Adam Zimmerman has a current investment-adviser registration in Washington, through Columbia River Advisors since June 2016.
How many years of experience does Adam Zimmerman have?
Adam Zimmerman has 22 years in the financial industry, since May 2004, across 5 adviser firms.
What exams has Adam Zimmerman passed?
Adam Zimmerman has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in January 2001.
Where did Adam Zimmerman work before Columbia River Advisors?
Before Columbia River Advisors, Adam Zimmerman was registered through Summit Asset Strategies Wealth Management, LLC, February 2014 to September 2014; Summit Asset Strategies Wealth Management, LLC, June 2010 to December 2013; Pacific Capital Resource Group, Inc., September 2009 to June 2010; Hornor, Townsend & Kent, Inc., February 2004 to June 2010.
Where is Adam Zimmerman based?
Adam Zimmerman’s registered office is in Bellevue, WA.
Is Adam Zimmerman registered with FINRA?
No. Adam Zimmerman has no current broker registration.
How can I verify Adam Zimmerman’s record?
Search CRD 4321709 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Zimmerman’s full registration record.
