Scott Zimmerman is a control person of Prosperitas Financial and directly owns between 25% and 50% of it.
Prosperitas Financial is an investment adviser based in Valencia, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $812 million, as filed on 9 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2450727
- Firm
- Prosperitas Financial · CRD 315768
- Role
- Officer
- In role since
- July 2021 · 5 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Valencia, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Scott Zimmerman work?
Scott Zimmerman has been Officer of Prosperitas Financial, LLC since July 2021, and is a control person of the firm.
How can I verify Scott Zimmerman’s record?
Scott Zimmerman’s role is listed on Prosperitas Financial, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 315768.
