Unclaimed Profile

David Brooks Zug

HARBOURVEST PARTNERS, LLC·BOSTON, Massachusetts

Clean recordHARBOURVEST PARTNERS, LLC

ONE FINANCIAL CENTER, BOSTON, MA 02111CRD# 4345304Firm CRD# 109846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Brooks Zug · BOSTON, MA

Registration

CRD #4345304 · HARBOURVEST PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Brooks Zug is a registered financial advisor based in BOSTON, Massachusetts, affiliated with HARBOURVEST PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

HARBOURVEST PARTNERS, LLC

AUM

$151.3B

Regulatory assets under management

Employees

1103

Total firm employees

View all advisors at HARBOURVEST PARTNERS, LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4345304

Firm CRD# 109846

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Brooks Zug offer?

David Brooks Zug specializes in Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are David Brooks Zug's credentials?

David Brooks Zug is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Brooks Zug located?

David Brooks Zug is based in BOSTON, Massachusetts, working with HARBOURVEST PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does David Brooks Zug charge for services?

David Brooks Zug's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARBOURVEST PARTNERS, LLC?

HARBOURVEST PARTNERS, LLC has approximately 1103 employees and manages $151.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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