SZ

Scott B. Zuckerman

MANHATTAN WEALTH MANAGEMENT GROUP
MELVILLE, NY 11747
Some features on this profile are disabled
CRD#: 5055638
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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 Melville, New York.

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.

Question & Answer


Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Scott Brian Zuckerman's CRS (Customer Relationship Summary).
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

February 2, 2026 - Present

MANHATTAN WEALTH MANAGEMENT GROUP

Office #1: 900 Walt Whitman Road Suite 306, Melville, NY 11747
RIA
CRD#: 338376
MELVILLE, NY
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
RR
IAR
Series 66
Date: 4/28/2006
Uniform Combined State Law Examination
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)
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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)


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0

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


MANHATTAN WEALTH MANAGEMENT GROUP

CRD#: 338376Melville, NY 11747

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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