Policarpio G. Sanchez

SANCHEZ & ZURES

Mclean, VA 22102

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CRD#: 2999412

Professional summary

Policarpio Garcia Sanchez II, CFP®, who also goes by Paul Sanchez II, is a registered financial advisor currently at SANCHEZ & ZURES, LLC located in Mclean, Virginia.

Policarpio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Policarpio has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Sanchez Ii

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Policarpio Garcia Sanchez II's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2005

Experience

Current

April 10, 2006 - Present

SANCHEZ & ZURES, LLC

Office #1: 1750 Tysons Boulevard Suite 1500, Mclean, VA 22102

RIA

CRD#: 139898

Mclean, VA

Past

January 16, 2002 - March 13, 2006

SBSB FINANCIAL ADVISORS

RIA

CRD#: 109732

MCLEAN, VA

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".

SANCHEZ & ZURES, LLC

CRD#: 139898 / SEC#: 801-112872

RIA

Registered Investment Advisory firm - (4/19/2018 Approved)

District of Columbia

Registered Investment Advisory firm - (7/2/2020 Terminated)

Maryland

Registered Investment Advisory firm - (8/3/2020 Terminated)

Virginia

Registered Investment Advisory firm - (7/11/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

District of Columbia
(2/2/2007)

IAR

Florida
(2/16/2022)

IAR

Texas
(4/28/2020)

IAR

Virginia
(4/10/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/19/2001

Uniform Investment Adviser Law Examination

Current Firm

SANCHEZ & ZURES, LLC

CRD#: 139898 / SEC#: 801-112872

RIA

Registered Investment Advisory firm - (4/19/2018 Approved)

District of Columbia

Registered Investment Advisory firm - (7/2/2020 Terminated)

Maryland

Registered Investment Advisory firm - (8/3/2020 Terminated)

Virginia

Registered Investment Advisory firm - (7/11/2020 Terminated)

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Contact information

Main Address

1750 Tysons Boulevard Suite 1500, Mclean, VA 22102

Mailing Address

4578 Conwell Drive, Annandale, VA 22003

Phone number

(703) 349-0330

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 A SANCHEZ ZURES B (LDI 03.18.25) 139898 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	503
AUM (Assets Under Management)	$ 202,906,224

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.

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Policarpio G. Sanchez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Policarpio Garcia Sanchez II's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANCHEZ & ZURES, LLC

SBSB FINANCIAL ADVISORS

Primary Firm SEC Registration

SANCHEZ & ZURES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/19/2001

Current Firm

SANCHEZ & ZURES, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SANCHEZ & ZURES, LLC

TRUST BUT VERIFY

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