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Ann Benjamin Zuraw

Zuraw Financial Advisors, LLC

Greensboro, NC

CRD 4906373

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Employer firm

Zuraw Financial Advisors, LLC CRD 173129

$520M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Zuraw Financial Advisors, Llc

806 Green Valley Road Suite 201, Greensboro, NC 27408 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2014-12-16
  • NC RA
    APPROVED
    Since 2014-12-16

Branch Locations

806 Green Valley Road Suite 201, Greensboro, NC 27408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zuraw Financial Advisors, Llc Greensboro NC 03/2013 Present
Previous Registrations
  • 2005-09-16 → 2014-09-23
    Greensboro, NC
    Greensboro, NC
    Greensboro, NC
    Greensboro, NC
Other Businesses

(1) 02/08/2014 - CO-AUTHORED THE BOOK, CHICKS, CHAT AND CHANGE,LLC (2) 04/16/2014 - MAINTAINS A BLOG FOR CHICKS, CHAT AND CHANGE & WOMEN MONEY AND DIVORCE - WOMENMONEYANDDIVORCE.COM - GREENSBORO, NC

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-10-01
  • S63 Uniform Securities Agent State Law Examination
    2005-10-01
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Ann Merrill Benjamin

View on SEC IAPD

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