David H. Zuckerman
Professional summary
David Hyam Zuckerman, CFP®, CIMA® is a registered financial advisor currently at ZUCKERMAN CAPITAL MANAGEMENT, LLC located in Los Angeles, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Hyam Zuckerman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
December 4, 2008 - Present
ZUCKERMAN CAPITAL MANAGEMENT, LLC
Office #1: 2029 Century Park East Suite 400, Los Angeles, CA 90067December 2, 2003 - December 5, 2008
GIRARD SECURITIES, INC.
December 2, 2003 - December 5, 2008
GIRARD SECURITIES, INC.
July 17, 2003 - January 15, 2004
OSAIC WEALTH, INC.
January 6, 2003 - January 15, 2004
OSAIC WEALTH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/4/2008)
(4/6/2026)
Exams
Current Firm
ZUCKERMAN CAPITAL MANAGEMENT, LLC
CRD#: 148549 / SEC#: 801-135560
Contact information
Regulatory assets under management
| Total Number of Accounts | 386 |
| AUM (Assets Under Management) | $ 123,492,879 |
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.
