Scott Zuckerman
Scott Zuckerman is a ChFC-designated registered investment advisor at Manhattan Wealth Management Group, based in Melville, NY, with 19 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $750K | 1.30% |
| $750K - $1000K | 1.10% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Location
900 Walt Whitman Rd Suite 310, Melville, NY, 11747
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott operates his LPL business under the DBA Wexford Financial Strategies and SBZ Planning Associates. He also earns rental income from shared office space, is an author, and sells non-variable, property, and casualty insurance products, dedicating about 10-20% of his time to property and casualty insurance sales and minimal time to office rental and writing.
Employment History
Current Registrations
Manhattan Wealth Management Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations24 states
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