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Michael P Fisherman

Zuckerman Investment Group

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About Michael P Fisherman

Michael Fisherman is a registered investment advisor representative with Zuckerman Investment Group, based in Chicago, Illinois. Michael has been in the financial services industry since 2004, working for firms such as INDEPENDENT RESEARCH GROUP LLC and FLEET SPECIALIST, INC., prior to joining Zuckerman Investment Group. Michael is licensed in Illinois and holds Series 7, 63, 86 and 87 licenses as well as Series 65. Michael specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Michael Fisherman is currently registered with Zuckerman Investment Group. Zuckerman Investment Group is an investment advisory firm headquartered in Chicago, Illinois. With over $1.5 billion in regulatory assets under management, they provide a range of services including financial planning, portfolio management for individuals and pooled investment vehicles, and publication of periodicals. They serve a diverse clientele including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Zuckerman Investment Group

155 NORTH WACKER DRIVE

CHICAGO, IL 60606

$1.54B

Assets Under Management

Not reported

Total Clients

5

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Michael Fisherman’s Registration & Firm History

IL

03/28/2019 - Present

Zuckerman Investment Group (CHICAGO IL)

NY

10/25/2004 - 07/12/2005

INDEPENDENT RESEARCH GROUP LLC (NEW YORK NY)

NY

06/18/2002 - 08/19/2002

FLEET SPECIALIST, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/29/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/11/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael P Fisherman.
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