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David Hyam Zuckerman

Zuckerman Capital Management, LLC

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About David Hyam Zuckerman

David Hyam Zuckerman is an investment advisor representative with Zuckerman Capital Management, LLC. David has been in the industry since 2003 and has a Series 6, 7, 63 and 65 licenses. David provides financial planning, portfolio management for businesses and individuals and selection of other advisors to clients. David has over 85 million dollars under management.

Firm Information

David Zuckerman is currently registered with Zuckerman Capital Management, LLC. Zuckerman Capital Management, LLC is an investment advisor with a focus on financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $85.5 million in assets for 272 clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth.

$85.50M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Zuckerman’s Registration & Firm History

CA

12/04/2008 - Present

Zuckerman Capital Management, LLC (LOS ANGELES CA)

CA

12/02/2003 - 12/05/2008

GIRARD SECURITIES, INC. (LAGUNA HILLS CA)

AZ

01/06/2003 - 01/15/2004

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 05/16/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/03/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Hyam Zuckerman.
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