Zuraw Financial Advisors, LLC

Zuraw Financial Advisors, LLC (CRD# 173129) is a financial advisory firm headquartered in Greensboro, NC. They manage $269,793,947 in 599 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    599
    ACCOUNTS
  • Average Account Value
    $450,407
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, LA, NC, SD

Financial Advisors at Zuraw Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ann B. Zuraw
CRD#: 4906373
806 Green Valley Road, Suite 201, Greensboro, NC 27408

Ann Zuraw (CRD# 4906373) has over 30 years of professional experience in financial planning, portfolio management, family businesses and stock analysis. She is a Certified Financial Planner, CFP®, Chartered Financial Analyst, CFA® and a Certified Divorce Financial Analyst, CDFA™. She has a strong focus on working with women and families to help develop a holistic plan to best protect their financial futures as they transition through different stages of their lives. It has been her life goal to learn as much as possible about managing money and in turn, educate others to make positive choices.

Ann has an undergraduate degree from the University of North Carolina at Chapel Hill in Business and Speech Communication and a M.B.A. is from the University of California at Berkeley.

CFP Board's Fitness Standards for Candidates and Registrants agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lucy M. Zuraw
CRD#: 6994676
Atlanta, GA

Lucy Zuraw (CRD# 6994676) is an Investment Advisor Representative working at Zuraw Financial Advisors, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.

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