Robert Zimberg has been President/Chief Compliance Officer/Secretary of Financial Mountain since December 1991, is a control person of the firm and directly owns 75% or more of it.
Financial Mountain Inc is a Boulder, CO firm with $111M under management, 127 clients and 2 advisers in one office, as of its December 2025 filing.
- Financial Mountain IncCurrent– present · 27 yearsBoulder, CO · Adviser representative · Firm CRD 108489
Investment adviser representative registrations
Robert Zimberg is registered as an investment adviser representative in Colorado, since January 2021.
- ColoradoSince 14 January 2021
Examinations
No examinations are on Robert Zimberg’s record.
- Full name
- Robert David Zimberg
- CRD
- 4349021
- Firm
- Financial Mountain · CRD 108489
- Role
- President/Chief Compliance Officer/Secretary
- Office
- 1035 PEARL STREET SUITE 414, Boulder, CO 80302
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Zimberg work?
Robert Zimberg has been President/Chief Compliance Officer/Secretary of Financial Mountain Inc since December 1991, and is a control person of the firm.
Is Robert Zimberg a financial advisor?
Yes. Robert Zimberg has a current investment-adviser registration in Colorado, through Financial Mountain since January 2021.
How many years of experience does Robert Zimberg have?
Robert Zimberg has 27 years in the financial industry, since January 1999, across 1 adviser firm.
Where is Robert Zimberg based?
Robert Zimberg’s registered office is in Boulder, CO.
Is Robert Zimberg registered with FINRA?
No. Robert Zimberg has no current broker registration.
How can I verify Robert Zimberg’s record?
Search CRD 4349021 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Zimberg’s full registration record.