MZ
Michael A. Zaidman
CETERA INVESTMENT ADVISERS LLC
PLAINVIEW, NY 11803
Some features on this profile are disabled
CRD#: 6573199
MZ
Professional summary
Michael Adam Zaidman, who also goes by Michael A Zaidman, Michael Zaidman, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Plainview, New York and CETERA WEALTH SERVICES, LLC located in Dallas, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Michael has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael A Zaidman | Michael Zaidman
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.
1) NAME OF OTHER BUSINESS: ZBS GROUP LLP, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 01/2010, POSITION/TITLE/RELATIONSHIP: TAX PARTNER, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: MANAGE TAX AND ACCOUNTING PRACTICE, WORK WITH CLIENTS, OVERSEE STAFF.; 2) MICHAEL & COMPANY, CPAS P.C. POSITION: Owner NATURE: Financial Advisory business will be through Avantax. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2024 ADDRESS: 255 Executive Drive, Suite 400, Plainview NY 11803, United States DESCRIPTION: General manager, officer. Control over all management decisions. Gaining and servicing clients. Selecting and paying vendors. 3) NINTH STREET ESPRESSO POSITION: EXTERNAL ACCOUNTANT NATURE: RETAIL COFFEE SHOP INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2017 ADDRESS: 255 Executive Drive, Suite 400, Plainview NY 11803, United States DESCRIPTION: SIGNATURE AUTHORITY OVER CHECKING ACCOUNT TO DISBURSE VENDOR PAYMENTS. 4) ZBS PRESS REALTY INC POSITION: Owner NATURE: Corporation that owns the lease to the office space that is rented to advisor CPA firm; ZBS Group LLP as sole tenant. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 255 Executive Drive, Suite 400, Plainview NY 11803, United States DESCRIPTION: None. Passive owner. 5) 5Z HOLDINGS LLC POSITION: Member NATURE: Investment in Private Equity.Investment disclosed in OBA titled 168 N Water Holdings LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 255 Executive Drive, Suite 400, Plainview NY 11803, United States DESCRIPTION: Prepare and file tax returns. 6) THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2019 ADDRESS: 255 Executive Drive, Suite 400, Plainview NY 11803, United States DESCRIPTION: 4 Active Life Insurance Policies. All future life insurance policies will be through Avantax. 7)ZBS Tax & Accounting Inc. dba Petrocelli Zaidman; President; Tax reparation services including filing and tax planning.; NIR; 20; 01/03/2018; 255 Executive Drive plainview NY 11803; Preparation of tax returns. Client relationship management. Bookkeeping. Tax Planning. Manage employee assignments.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Adam Zaidman'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
September 6, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 255 Executive Dr. Ste 400, Plainview, NY 11803RIA
CRD#: 105644
PLAINVIEW, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3200 Olympus Blvd Ste 100, Dallas, TX 75019BD
CRD#: 13572
DALLAS, TX
Past
September 13, 2023 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
February 8, 2022 - September 8, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
PLAINVIEW, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/18/2025)
RR
New York(9/5/2025)
IAR
New York(9/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/13/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
