Seymour Zises has been President & Chief Executive Officer of Family Manage since June 1988, is a control person of the firm and directly owns 75% or more of it. Seymour Zises holds a Bachelor's degree in Political Science from New York University.
Family Manage LLC is a New York, NY firm with $5.31B under management, 761 clients and 23 advisers across 3 offices, as of its April 2026 filing.
Seymour W. Zises is President of Family Management. Zises co-founded Family Management, a wealth management firm, with Andrea L. Tessler in 1989. He is a retired President of the Baron de Hirsch Fund and a retired board member of the UJA-Federation of New York. He is also President and Chief Executive Officer of Forest Hill Capital Corporation, a New York insurance agent.
- Family Manage LLCCurrent– present · 19 yearsPalm Beach, FL · Adviser representative · Firm CRD 104951
Investment adviser representative registrations
Seymour Zises is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from March 2007; the most recent is Florida, in February 2022.
- FloridaSince 28 February 2022
- New YorkSince 24 November 2021
- TexasResidentSince 1 March 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 November 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 12 January 1998 |
| Series 7 | General Securities Representative Examination | 21 May 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 October 1982 |
| Series 1 | Registered Representative Examination | 8 December 1975 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Seymour William Zises
- CRD
- 816096
- Firm
- Family Manage · CRD 104951
- Role
- President & Chief Executive Officer
- Office
- Palm Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- December 1975
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- familymanage.com
Where does Seymour Zises work?
Seymour Zises has been President & Chief Executive Officer of Family Manage LLC since June 1988, and is a control person of the firm.
Is Seymour Zises a financial advisor?
Yes. Seymour Zises has a current investment-adviser registration in Florida, New York and Texas, through Family Manage since March 2007.
How many years of experience does Seymour Zises have?
Seymour Zises has 50 years in the financial industry, since December 1975, across 1 adviser firm.
What exams has Seymour Zises passed?
Seymour Zises has passed 5 licensing exams: the Series 1, Series 63, Series 7, Series 24 and Series 65. The earliest, the Series 1, was passed in December 1975. FINRA credited Seymour Zises with the SIE, which began in October 2018.
Where is Seymour Zises based?
Seymour Zises’ registered office is in Palm Beach, FL.
Is Seymour Zises registered with FINRA?
No. Seymour Zises has no current broker registration.
How can I verify Seymour Zises’ record?
Search CRD 816096 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Seymour Zises’ full registration record.
