Advisor at Manhattan Wealth Management Group
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Firm
Manhattan Wealth Management Group
Location
Boca Raton, FL
Credentials
ChFC®, Series 66
Industry experience
19 years
Scott Zuckerman is a financial advisor with Manhattan Wealth Management Group in Boca Raton, FL. He holds the ChFC® designation and Series 66 license, with 19 years of industry experience. Prior to his current role, he worked at LPL Financial and operated Bang Promotions, Ltd for two decades. He is the author of a financial planning book titled "Don't Be A Financial Disaster" and the creator of Financial Fitness Passport, a fintech platform offering AI-driven financial education and guidance. Manhattan Wealth Management Group provides discretionary portfolio management and financial planning services to corporations and high-net-worth clients. The firm employs modern portfolio theory and long-term trading strategies, utilizing model portfolios and third-party advisers, and sponsors a wrap fee program.
Based on Manhattan Wealth Management Group
Based on Manhattan Wealth Management Group
Financial planning fixed fees range from $2,500 to $25,000.
$0 - $499,999: 1.45% $500,000 - $749,999: 1.30% $750,000 - $999,999: 1.10% $1,000,000 - $4,999,999: 0.95% $5,000,000+: 0.85%
Commissions accepted from sale of investment products; not primary source of compensation.
Boca Raton, FL
Florida · New York · Texas
MWMG ADVISORS, LLC dba WEXFORD FINANCIAL STRATEGIES
2026 - Present (1 year)
Wexford Insurance Solutions
2024 - Present (2 years)
LPL Financial
2013 - Present (13 years)
Bang Promotions, Ltd
1999 - 2019 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Boca Raton, FL
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With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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