Avraham Isaac Ziv
Investment adviser representative at Dorado Wealth Management LLC
25 yearsExperience
2 statesRegistered in
$268.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- LPL Financial LLCJun 2025 to now
- Dorado Wealth Management LLCJun 2021 to now
- Western International Securities, Inc.Nov 2018 to Jun 2025
- Northeast Asset Management LLCNov 2007 to Nov 2018
- Northeast Securities, LLCOct 2001 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Dorado Wealth Management LLC
$268.8MAssets managed
76Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2749711
- Firm CRD
- 314965