Daniel Zuckerman
Zuckerman Investment Group · Chicago, Illinois
Daniel Zuckerman is a fee-only financial advisor at Zuckerman Investment Group in Chicago, Illinois, who holds the CFA credential. Daniel focuses on family wealth transfer. Zuckerman Investment Group reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
- Early-career professionals
Facts
| Firm | Zuckerman Investment Group |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $2.17B across 1,463 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 5057006 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | zuckermaninvestmentgroup.com |
| Profile |
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Questions about Daniel
Is Daniel Zuckerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Zuckerman Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Zuckerman Investment Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Zuckerman based?
Daniel Zuckerman is based in Chicago, Illinois.
What does Daniel specialize in?
Daniel's specialties include family wealth transfer. Daniel works with multi-generational families, founders, executives and early-career professionals.
What credentials does Daniel Zuckerman hold?
Daniel Zuckerman holds the CFA credential.
Is Daniel Zuckerman registered with the SEC?
Yes. Daniel Zuckerman is registered as an investment adviser representative in IL (CRD 5057006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zuckerman Investment Group manage?
Zuckerman Investment Group reports $2.17B across 1,463 accounts in assets under management.
How do I contact Daniel Zuckerman?
Through Daniel's website, zuckermaninvestmentgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Zuckerman Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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