Lucy
Zuraw
Zuraw Financial Advisors, LLC
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About this Advisor
Lucy Zuraw is a financial advisor based out of Atlanta, Georgia with a total of 5 years of industry experience. Zuraw is on the advisory team at Zuraw Financial Advisors, LLC. Their career trajectory has included roles at Dartmouth Tuck School Of Business, Zuraw Financial Advisors, Delta Airlines, Cardlytics and Mcmaster-Carr. Zuraw has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Georgia. Zuraw Financial Advisors, LLC is a registered investment firm headquartered in Greensboro, NC. The firm has just two people on staff. It administers $264 million in total assets between its 685 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 685 accounts, 33% are held by high-net-worth individuals who have at least $1 million in investable assets. Zuraw Financial Advisors, LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fees charged by Zuraw Financial Advisors, LLC most likely are comprised of any combination of 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
Lucy Zuraw Work History
Lucy has been registered as a financial advisor for 5 years.*
Zuraw Financial Advisors
Delta Airlines
Dartmouth Tuck School Of Business
Cardlytics
Mcmaster-Carr
*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 Lucy 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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