Samantha Lynn Zimmerman
Investment Adviser Representative at Stonebridge Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samantha Lynn Zimmerman is an investment adviser representative with Stonebridge Financial Group, LLC in Lancaster, PA, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with J. W. COLE Advisors, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Regal Wealth AdvisorsJan 2020 – Jan 2026Stevens, PA
- J.W. Cole Advisors, Inc.May 2021 – May 2024Tampa, FL
- Bay to Gulf HoldingsApr 2019 – Jul 2019Tampa, FL
- DSWOct 2017 – Aug 2018Tampa, AL
- Domino'sNov 2014 – Dec 2017Ephrata, PA
- University of TampaOct 2016 – Jan 2017Tampa, FL
- StudentJul 2019 – Jan 2020Tampa, FL
- University of TampaAug 2018 – Apr 2019Tampa, FL
- J.W. Cole Advisors, Inc.Sep 2024 – Jan 2026Tampa, FL
- J.W. Cole Financial, Inc.Sep 2024 – Jan 2026Tampa, FL
- Stonebridge Financial GroupJan 2026 – no end date reportedLancaster, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stonebridge Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Wormleysburg, PA
- SEC file number:
- 801-129034
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at Stonebridge Financial Group, LLC
Showing 12 of 25 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samantha Lynn Zimmerman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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