Zakeriah
Nabulsi

Advised Assets Group, LLC

CRD#5522014
Investment Advisor
in Boston, MA
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About this Advisor

Zakeriah Nabulsi is a certified financial planner based in Boston, Massachusetts. Currently a registered financial advisor with Advised Assets Group, LLC, they have accrued 14 years of experience as an investment advisor. Nabulsi has a Series 63 license, qualifying the advisor as a securities representative. Nabulsi is able to work with customers based out of Colorado and Massachusetts. During their career, Nabulsi has held roles at Gwfs Equities, Inc/Great-West Life & Annuity Ins Co and University Of Massachusetts Lowell. Advised Assets Group, LLC is based out of Boston, Massachusetts, and operates out of 48 other brick-and-mortar locations in the country. As a registered investment firm, Advised Assets Group, LLC oversees $32 billion in assets throughout 39,209 accounts and employs more than 253 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 31,684 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 39,209 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Advised Assets Group, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

1 Winter Street 8Th Floor
Boston, MA 02108

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Advised Assets Group, LLC Brokerage Details

Total Assets Under Management

$31,783,420,921

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

284

MA Average: 28
Total Number of Accounts

35,247

MA Average: 1,101
Average Account Size

$901,734

MA 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 14 years of experience.

2008 - Present (11 years)

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

2004 - Present (15 years)

University Of Massachusetts Lowell

Disclosures

Zakeriah Nabulsi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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