Scott Brian Zuckerman

Current Employers

Employment History

• 09/1999 → 10/2019
  Bang Promotions, Ltd
  Cedarhurst, NY
• 08/2013 → Present
  Lpl Financial Llc
  Melville, NY
• 01/2026 → Present
  Mwmg Advisors, Llc Dba Wexford Financial Strategies
  Melville, NY
• 09/2024 → Present
  Wexford Insurance Solutions
  Melville, NY

Previous Registrations

• 2015-05-19 → 2026-04-27
  Lpl Financial Llc
  Woodmere, NY
  Syosset, NY
  Woodbury, NY
  Syosset, NY
  Melville, NY
  Boca Raton, FL
  Melville, NY
• 2006-05-24 → 2007-10-18
  Park Avenue Securities Llc
  New York, NY

Other Businesses

*SBZ Planning Associates, Inc.,DBA: Wexford Financial Strategies,Trade-Wexford Ins. Solutions,yes,900 Walt Whitman Road,Ste.310,Melville,NY11747,SBZ Planning Associates, Inc. is a NY corporation wholly owned by Mr. Zuckerman; it operates under the DBA “Wexford Financial Strategies,” which is licensed in New York as a Property and Casualty Broker. Mr. Zuckerman, a licensed ins. producer, offers and sells life, health, long-term care, annuity, and property and casualty ins. products. Mr. Zuckerman also markets property and casualty ins. products under a separate trade name, “Wexford Ins. Solutions”; all ins. business is transacted through Wexford Financial Strategies. SBZ Planning Associates, Inc. represents a substantial portion of Mr. Zuckerman’s income and time., President and CEO; 100% owner, SBZ Planning Associates, Inc.: 01/2009, Wexford Financial Strategies (DBA): 08/2013, Wexford ins. Solutions (trade): 09/2024, 85,  25, President and CEO of SBZ Planning Associates, Inc. (DBA “Wexford Financial Strategies,” licensed in NY as a Property and Casualty Broker). Offers and sells life, health, long-term care, annuity, and property and casualty ins. Products.*DALS Technology, Inc.,No,900 Walt Whitman Road,Suite310,Melville,NY11747,DALS Technology, Inc. is a NY corporation wholly owned by Mr. Zuckerman. DALS Technology is the parent of 3 FinTech subscription-based products: Financial Fitness Passport, RIA FMS, and Advisor Marketing System. Through DALS Technology and its product lines, Mr. Zuckerman develops and sells software subscriptions in the FinTech space. Financial Fitness Passport is offered as a direct-to-consumer subscription and may be purchased by clients or prospective clients of MWMG, as well as by their family members. Mr. Zuckerman’s ownership of DALS Technology gives him a financial interest in such subscriptions, which creates a conflict of interest. No MWMG advisory client is under any obligation to purchase or use any products offered through DALS Technology, and use of such products is not a condition of the advisory relationship with MWMG., President and CEO; 100% owner, DALS Technology, Inc.: 02/2026, Financial Fitness Passport: 12/2025, RIA FMS: 03/2026 Advisor Marketing System: 03/202640, 10, President and CEO of DALS Technology, Inc. Manages all aspects of DALS Technology, Inc. and its 3 FinTech subscription products (Financial Fitness Passport, RIA FMS, and Advisor Marketing System), including product development, marketing, and oversight of financial and administrative functions. *MassachusettsMutualLifeIns.Company(“MassMutual”),Brokerage Director role conducted pursuant to an arrangement with a MassMutual general agent Vision Financial Group, 300 Corporate Pkwy, Ste 216N, Amherst, NY 14226 Yes, Mr. Zuckerman’s activities are conducted from: 900 Walt Whitman Road, Ste. 310, Melville, NY 11747, MassMutual home office: 1295 State Street, Springfield, MA 01111, Mr. Zuckerman is appointed with Massachusetts Mutual Life Ins. Company (“MassMutual”) and serves as “Brokerage Director” pursuant to an arrangement with a MassMutual general agent. In this role, Mr. Zuckerman supports other licensed ins. agents in selling MassMutual products and receives override compensation based on their production. He does not receive additional compensation or overrides based on his own sales of MassMutual products to clients. The arrangement gives Mr. Zuckerman a business interest in maintaining his MassMutual relationship. MWMG is not affiliated with MassMutual., Appointed ins. producer and “Brokerage Director”, MassMutual appointment: 01/2013, Brokerage Director arrangement: 06/2013 15, 5, As“Brokerage Director,”supports other licensed ins. agents in selling MassMutual products and receives override compensation based on their production (not on his own sales).Separately, as an appointed MassMutual Ins. producer, may recommend ins. products, including MassMutual products, to clients.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-28

Designations

Other Names

• Scott Zuckerman
• Scott B Zuckerman
• Scott B Zuckerman, Chfc