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Scott B. Zuckerman
MANHATTAN WEALTH MANAGEMENT GROUP
BOCA RATON, FL
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CRD#: 5055638
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Scott Brian ZuckermanMANHATTAN WEALTH MANAGEMENT GROUP
Professional summary
Scott Brian Zuckerman, who also goes by Scott B Zuckerman, Scott Zuckerman, Scott B Zuckerman, Chfc, is a registered financial advisor currently at MANHATTAN WEALTH MANAGEMENT GROUP located in Boca Raton, Florida.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Scott has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Always Fiduciary
Aliases
Scott B Zuckerman | Scott Zuckerman | Scott B Zuckerman, Chfc
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.
*SBZ Planning Associates, Inc.,DBA: Wexford Financial Strategies,Trade-Wexford Ins. Solutions,yes,900 Walt Whitman Road,Ste.310,Melville,NY11747,SBZ Planning Associates, Inc. is a NY corporation wholly owned by Mr. Zuckerman; it operates under the DBA “Wexford Financial Strategies,” which is licensed in New York as a Property and Casualty Broker. Mr. Zuckerman, a licensed ins. producer, offers and sells life, health, long-term care, annuity, and property and casualty ins. products. Mr. Zuckerman also markets property and casualty ins. products under a separate trade name, “Wexford Ins. Solutions”; all ins. business is transacted through Wexford Financial Strategies. SBZ Planning Associates, Inc. represents a substantial portion of Mr. Zuckerman’s income and time., President and CEO; 100% owner, SBZ Planning Associates, Inc.: 01/2009, Wexford Financial Strategies (DBA): 08/2013, Wexford ins. Solutions (trade): 09/2024, 85, �25, President and CEO of SBZ Planning Associates, Inc. (DBA “Wexford Financial Strategies,” licensed in NY as a Property and Casualty Broker). Offers and sells life, health, long-term care, annuity, and property and casualty ins. Products.*DALS Technology, Inc.,No,900 Walt Whitman Road,Suite310,Melville,NY11747,DALS Technology, Inc. is a NY corporation wholly owned by Mr. Zuckerman. DALS Technology is the parent of 3 FinTech subscription-based products: Financial Fitness Passport, RIA FMS, and Advisor Marketing System. Through DALS Technology and its product lines, Mr. Zuckerman develops and sells software subscriptions in the FinTech space. Financial Fitness Passport is offered as a direct-to-consumer subscription and may be purchased by clients or prospective clients of MWMG, as well as by their family members. Mr. Zuckerman’s ownership of DALS Technology gives him a financial interest in such subscriptions, which creates a conflict of interest. No MWMG advisory client is under any obligation to purchase or use any products offered through DALS Technology, and use of such products is not a condition of the advisory relationship with MWMG., President and CEO; 100% owner, DALS Technology, Inc.: 02/2026, Financial Fitness Passport: 12/2025, RIA FMS: 03/2026�Advisor Marketing System: 03/202640, 10, President and CEO of DALS Technology, Inc. Manages all aspects of DALS Technology, Inc. and its 3 FinTech subscription products (Financial Fitness Passport, RIA FMS, and Advisor Marketing System), including product development, marketing, and oversight of financial and administrative functions. *MassachusettsMutualLifeIns.Company(“MassMutual”),Brokerage Director role conducted pursuant to an arrangement with a MassMutual general agent Vision Financial Group, 300 Corporate Pkwy, Ste 216N, Amherst, NY 14226�Yes, Mr. Zuckerman’s activities are conducted from: 900 Walt Whitman Road, Ste. 310, Melville, NY 11747, MassMutual home office: 1295 State Street, Springfield, MA 01111, Mr. Zuckerman is appointed with Massachusetts Mutual Life Ins. Company (“MassMutual”) and serves as “Brokerage Director” pursuant to an arrangement with a MassMutual general agent. In this role, Mr. Zuckerman supports other licensed ins. agents in selling MassMutual products and receives override compensation based on their production. He does not receive additional compensation or overrides based on his own sales of MassMutual products to clients. The arrangement gives Mr. Zuckerman a business interest in maintaining his MassMutual relationship. MWMG is not affiliated with MassMutual., Appointed ins. producer and “Brokerage Director”, MassMutual appointment: 01/2013, Brokerage Director arrangement:�06/2013�15, 5, As“Brokerage Director,”supports other licensed ins. agents in selling MassMutual products and receives override compensation based on their production (not on his own sales).Separately, as an appointed MassMutual Ins. producer, may recommend ins. products, including MassMutual products, to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Brian 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®
NoneExperience
Current
February 2, 2026 - Present
MANHATTAN WEALTH MANAGEMENT GROUP
Office #2: 900 Walt Whitman Road Suite 200, Melville, NY 11747RIA
CRD#: 338376
BOCA RATON, FL
Past
May 19, 2015 - April 27, 2026
LPL FINANCIAL LLC
RIA
CRD#: 6413
MELVILLE, NY
Past
August 27, 2013 - April 27, 2026
LPL FINANCIAL LLC
BD
CRD#: 6413
MELVILLE, NY
Past
October 30, 2007 - September 10, 2013
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
WOODMERE, NY
Past
May 24, 2006 - October 18, 2007
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
NEW YORK, NY
Past
April 10, 2006 - October 18, 2007
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/5/2026)
IAR
New York(2/2/2026)
IAR
Texas(2/2/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
MW
MANHATTAN WEALTH MANAGEMENT GROUP
GOLDBERG, MATHEW | MWMG ADVISORS, LLC | MANHATTAN WEALTH MANAGEMENT GROUP
CRD#: 338376 / SEC#: 801-134686
RIA
Registered Investment Advisory firm - (11/25/2025 120-Day Approval)Loading...
Contact information
Main Address
370 Lexington Avenue Suite 1512, New York, NY 10017
Mailing Address
Phone number
(212) 810-6961
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Red Flags
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Company Information
MANHATTAN WEALTH MANAGEMENT GROUP
CRD#: 338376Boca Raton, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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