Ann
Zuraw
Zuraw Financial Advisors, LLC
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About this Advisor
Ann Zuraw is a certified financial planner and chartered financial analyst operating out of Greensboro, North Carolina with 9 years of industry experience. Zuraw currently works for Zuraw Financial Advisors, LLC. Their career trajectory has included roles at Lpl Financial, LLC and Zuraw Financial Advisors, LLC. Zuraw has a Series 63 license, qualifying them as a securities broker, and is approved to serve investors in North Carolina. Zuraw Financial Advisors, LLC is a financial advisory business that has its headquarters in Greensboro, NC. The investment advisory business has just two people on staff. It administers $264 million in assets under management across its 685 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 685 customer accounts, 33% belong to high-net-worth clients who have greater than $1 million in assets. The business offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on the type of financial services. Fees billed by Zuraw Financial Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zuraw Financial Advisors, LLC Brokerage Details
$264,353,235
2
685
$385,917
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ann Zuraw Work History
Ann has been registered as a financial advisor for 9 years.*
Zuraw Financial Advisors, LLC
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ann Zuraw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zuraw Financial Advisors, LLC
Atlanta, GA
Greensboro, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
