Zakeriah
Nabulsi

Advised Assets Group, LLC

CRD#5522014
Investment Advisor
in Englewood, CO

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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

Series 63, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

8515 East Orchard Rd 4T2
Englewood, CO 80111

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Advised Assets Group, LLC Brokerage Details

Total Assets Under Management

$31,783,420,921

CO Average: $2,349,664,866
Total Number of Employees

284

CO Average: 28
Total Number of Accounts

35,247

CO Average: 1,101
Average Account Size

$901,734

CO Average: $2,134,119

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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.

2008 - Present (12 years)

Gwfs Equities, Inc/Great-West Life & Annuity Ins Co

2004 - Present (16 years)

University Of Massachusetts Lowell

Disclosures

Zakeriah Nabulsi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Advised Assets Group, LLC

Tracy Pitt
Oklahoma City, OK
Jonathan Feola
Ft Wayne, IN
Patrick Arey
Boston, MA
Jason Broyles
Nashville, TN
Donald Roberts
Englewood, CO
Richard Gallant
Englewood, CO
Lauren Wilhelm-Ligman
Philadelphia, PA

This content was compiled from the SEC and FINRA.

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