Michael Adam Zaidman

Current Employers

Employment History

• 11/2010 → Present
  Zbs Group Llp
  Plainview, NY
• 06/2016 → Present
  Zbs Payroll, Inc
  Plainview, NY
• 01/2018 → Present
  Zbs Tax & Accounting, Inc
  Plainview, NY
• 09/2021 → 09/2025
  Avantax Advisory Services
  Plainview, NY
• 09/2021 → 09/2025
  Avantax Insurance Agency, Llc
  Plainview, NY
• 08/2019 → Present
  The Guardian Life Insurance Company Of America
  Plainview, NY
• 07/2023 → 09/2025
  Avantax Investment Services, Inc.
  Plainview, NY
• 12/2023 → Present
  Michael & Company, Cpas P.C.
  Plainview, NY
• 06/2024 → Present
  Zbs Press Realty Inc
  Plainview, NY
• 09/2021 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Plainview, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-02-08 → 2025-09-08
  Avantax Advisory Services
  Plainview, NY
  Dallas, TX

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-02
• S65 Uniform Investment Adviser Law Examination
  2022-02-08

Other Names

• Michael Adam Zaidman
• Michael A Zaidman
• Michael Zaidman