Michael
Zaidman
Avantax Advisory Services
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About this Advisor
Michael Zaidman is a financial advisor based in Plainview, New York, working with Avantax Advisory Services. Michael has previously held positions at Zbs Group Llp, Hd Vest Investment Services, Zbs Payroll, Inc, Zbs Tax & Accounting, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, The Guardian Life Insurance Company Of America, Michael & Company, Cpas P.C, and Avantax Investment Services, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Michael is part of Avantax Advisory Services, which operates out of Plainview, New York. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Zaidman Work History
Michael & Company, Cpas P.C
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
The Guardian Life Insurance Company Of America
Zbs Tax & Accounting, Inc
Zbs Payroll, Inc
Zbs Group Llp
Hd Vest Investment Services
Disclosures
Please visit the SEC profile of Michael Zaidman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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