Advised Assets Group, LLC
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About this Advisor
Zakeriah Nabulsi is a certified financial planner in Englewood, Colorado. Currently an investment advisor with Advised Assets Group, LLC, they have gathered 15 years of practice in the financial advisory industry. Nabulsi maintains a Series 63 license, certifying the advisor as a securities agent. Nabulsi is registered to work with clients in Colorado and Massachusetts. Nabulsi has gained experience at Gwfs Equities, Inc/Great-West Life & Annuity Ins Co and University Of Massachusetts Lowell. Advised Assets Group, LLC is located in Englewood, Colorado, and operates out of 35 other offices in the country. As a registered investment firm, Advised Assets Group, LLC manages $32 billion in assets covering 35,247 accounts and retains more than 284 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 27,367 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 35,247 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Advised Assets Group, LLC can offer financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Advised Assets Group, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Zakeriah Nabulsi Work History
Zakeriah has 16 years of experience.
Gwfs Equities, Inc/Great-West Life & Annuity Ins Co
University Of Massachusetts Lowell
Zakeriah Nabulsi has no disclosures.
Please visit their SEC profile for more details.
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