Ann B. Zuraw
ZURAW FINANCIAL ADVISORS | President of Zuraw Financial Advisors LLC
Greensboro, NC 27408
CRD#: 4906373
Professional summary
Ann Benjamin Zuraw, CFP®, who also goes by Ann Merrill Benjamin, is a registered financial advisor currently at ZURAW FINANCIAL ADVISORS, LLC located in Greensboro, North Carolina.
Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ann has worked at 2 firms and has passed the Series 63, Series 7 and Series 24 exams.
Biography
I am President of Zuraw Financial Advisors, in Greensboro, North Carolina, a Registered Investment Adviser with the U.S. Securities and Exchange Commission with over $250 million under management. My 30 years of professional experience is in portfolio management, primarily stock investments. I have a strong focus on working with families to help develop a plan to best protect their financial futures as they transition through different stages of their lives.
Having grown up in a family that taught me about managing money from a young age, I understand the concerns families face as they build and manage their assets. I served for 25 years on the board of a family-owned real estate company before its sale in 2007.
At Zuraw Financial Advisors, we are utilizing trust infrastructures for families to protect and grow their assets.
Please call me today for more information or to schedule a consultation to discuss your personal objectives at (336) 496-8961.
Certified Financial Planner®,
Chartered Financial Analyst®,
Certified Divorce Financial Analyst™
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Divorce Planning
Investment Planning
Do you have an area of expertise or specialization?
AUM
Divorce Planning
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice without Ongo...
Women's Financial Planning Iss...
How do you get paid?
Fee-only
Are you a "fiduciary"?
Yes
Aliases
Ann Merrill Benjamin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(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
CRS (Client Relationship Summary) - RIA
Click below to view Ann Benjamin Zuraw's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
December 16, 2014 - Present
ZURAW FINANCIAL ADVISORS, LLC
Office #1: 806 Green Valley Road Suite 201, Greensboro, NC 27408RIA
CRD#: 173129
Greensboro, NC
Past
September 28, 2005 - September 23, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
GREENSBORO, NC
Past
September 16, 2005 - September 23, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
GREENSBORO, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ZURAW FINANCIAL ADVISORS, LLC
ZURAW FINANCIAL ADVISORS, LLC
CRD#: 173129 / SEC#: 801-80364
RIA
Registered Investment Advisory firm - (9/24/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(12/16/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ZURAW FINANCIAL ADVISORS, LLC
ZURAW FINANCIAL ADVISORS, LLC
CRD#: 173129 / SEC#: 801-80364
RIA
Registered Investment Advisory firm - (9/24/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
806 Green Valley Road Suite 201, Greensboro, NC 27408
Mailing Address
Phone number
336. 290 7062 EXT 101
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 730 |
| AUM (Assets Under Management) | $ 444,127,224 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2025 | ||
| 12/11/2024 | ||
| 12/14/2023 | ||
| 02/22/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ZURAW FINANCIAL ADVISORS, LLC
President of Zuraw Financial Advisors LLCCRD#: 173129Greensboro, NC 27408TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
