Michael Zaidman
Michael Zaidman is a registered investment advisor at Cetera Investment Advisers LLC, based in Ste 400, NY, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
255 Executive Dr., Ste 400, NY, 11803
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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
Michael is a partner at ZBS Group LLP providing accounting services and tax preparation, and the owner of Michael & Company, CPAs P.C. He also works as an insurance agent for Avantax and Guardian Life Insurance Company of America, selling life insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations2 states
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