Sanchez & Zures, LLC

Sanchez & Zures, LLC (CRD# 139898) is a financial advisory firm headquartered in Mclean, VA. They manage $85,483,736 in 537 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $159,188
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

DC, MD, VA

Financial Advisors at Sanchez & Zures, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Policarpio G. Sanchez
CRD#: 2999412
8300 Greensboro Drive, Suite 800, Mclean, VA 22102
96
Wealthminder
score

Policarpio Sanchez (CRD# 2999412) is an Investment Advisor Representative working at Sanchez & Zures, LLC in Mclean, VA and has over 15 years of experience in the finance industry. Policarpio Sanchez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass 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
Jeffrey J. Zures
CRD#: 4610554
8300 Greensboro Drive, Suite 800, Mclean, VA 22102
96
Wealthminder
score

Jeffrey Zures (CRD# 4610554) is an Investment Advisor Representative working at Sanchez & Zures, LLC in Mclean, VA and has over 14 years of experience in the finance industry. Jeffrey Zures has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.