AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MZ

Michael B. Zuckerman

CLARION PARTNERS SECURITIES
New York, NY 10010
Some features on this profile are disabled
CRD#: 2670974
MZ

Professional summary


Michael Barry Zuckerman, who also goes by Michael B Zuckerman, is a registered financial professional currently at CLARION PARTNERS SECURITIES, LLC located in New York, New York.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1995. Michael has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 82, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael B Zuckerman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Barry Zuckerman's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 5, 2017 - Present

CLARION PARTNERS SECURITIES, LLC

Office #1: One Madison Avenue 14th Floor, New York, NY 10010Office #2: One Madison Avenue 14th Floor, New York, NY 10010
BD
CRD#: 166384
New York, NY
Past

July 2, 2019 - August 8, 2019

BITOODA TECHNOLOGIES LLC

BD
CRD#: 297644
GREENWICH, CT
Past

December 5, 1995 - March 12, 1999

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 5, 1995 - March 12, 1999

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/11/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/19/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/27/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CP
CLARION PARTNERS SECURITIES, LLC
CLARION PARTNERS SECURITIES, LLC

CRD#: 166384 / SEC#: , 8-69204

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
One Madison Avenue 14th Floor, New York, NY 10010
Mailing Address
One Madison Avenue 14th Floor, New York, NY 10010
Phone number
(212) 883-2500
Established
Delaware since 10/15/2012
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CLARION PARTNERSMANAGING MEMBER108803
ANDERSON, EVANS KEPHARTCHIEF EXECUTIVE OFFICER7360699
PATTEN, DEIRDRE MARIANCHIEF COMPLIANCE OFFICER/PRINCIPAL OPERATIONS OFFICER/FINANCIAL AND OPERATIONS PRINCIPAL/PRINCIPAL FINANCIAL OFFICER1357509
SILK, BARBARAASSISTANT TREASURER6697872
STABLER, JOSEPH PENNSECRETARY6886387

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CLARION PARTNERS SECURITIES, LLC

CRD#: 166384New York, NY 10010

TRUST BUT VERIFY

Monitor Michael Zuckerman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics