Zachary L. Gardner
Professional summary
Zachary Lincoln Gardner is a registered financial advisor currently at ALLIANCEBERNSTEIN L.P. located in Houston, Texas and CRESSET ASSET MANAGEMENT, LLC located in Houston, Texas.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Zachary has worked at 5 firms and has passed the Series 65, Series 63, Series 31, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Lincoln Gardner's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 30, 2019 - Present
ALLIANCEBERNSTEIN L.P.
Office #1: 800 Capitol Street Suite 3550, Houston, TX 77002October 28, 2025 - Present
CRESSET ASSET MANAGEMENT, LLC
Office #1: 2001 Kirby Drive Suite 814, Houston, TX 77019May 30, 2019 - Present
SANFORD C. BERNSTEIN & CO., LLC
Office #1: 800 Capitol Street Suite 3550, Houston, TX 77002May 18, 2011 - May 1, 2019
SALIENT CAPITAL ADVISORS, LLC
November 10, 2009 - May 1, 2019
SALIENT CAPITAL L.P.
Primary Firm SEC Registration
ALLIANCEBERNSTEIN L.P.
CRD#: 108477 / SEC#: 801-56720
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/1/2021)
(7/7/2023)
(7/7/2020)
(4/23/2020)
(5/15/2020)
(4/4/2023)
(9/18/2023)
(12/13/2022)
(9/25/2023)
(7/7/2020)
(7/27/2023)
(3/21/2023)
(1/3/2023)
(1/3/2023)
(12/7/2022)
(9/25/2020)
(12/7/2022)
(12/20/2022)
(3/7/2022)
(5/30/2019)
(5/30/2019)
(8/11/2022)
(10/28/2025)
(12/7/2022)
Exams
FINRA
Current Firm
ALLIANCEBERNSTEIN L.P.
CRD#: 108477 / SEC#: 801-56720
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 68,593 |
| AUM (Assets Under Management) | $ 709,162,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2024 | ||
| 10/27/2023 |
Red Flags
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Company Information
ALLIANCEBERNSTEIN L.P.
CRD#: 108477Houston, TX 77002TRUST BUT VERIFY
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