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Principal, Chief Compliance Officer · Sanchez & Zures, LLC

Policarpio G. Sanchez

CRD 2999412 · Named on Form ADV at one SEC-registered adviser

At a glance

Sanchez & Zures, LLC, an SEC-registered wealth manager based in McLean, VA with $242 million in regulatory assets, lists Policarpio G. Sanchez on its Form ADV as Principal, Chief Compliance Officer, a control person.

Firms and roles

  • Sanchez & Zures, LLCPrincipal, Chief Compliance OfficerWealth manager · McLean, VA · $242M in regulatory assets

AtlasMembers

Policarpio’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Policarpio’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.