Zachariah R. Abercia
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Zachariah Ronald Abercia, who also goes by Zachariah Abercia, was a registered financial professional .
Zachariah is a previously registered financial professional and started their career in finance in 2022. Zachariah had worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 2, 2023 - June 26, 2025
CROSSMARK GLOBAL INVESTMENTS, INC.
October 24, 2023 - June 26, 2025
CROSSMARK DISTRIBUTORS, INC.
April 11, 2022 - October 17, 2023
HINES PRIVATE WEALTH SOLUTIONS LLC
Primary Firm SEC Registration
CROSSMARK GLOBAL INVESTMENTS, INC.
CRD#: 113360 / SEC#: 801-17695
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 4/11/2022
General Securities Representative ExaminationCurrent Firm
CROSSMARK GLOBAL INVESTMENTS, INC.
CRD#: 113360 / SEC#: 801-17695
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,314 |
| AUM (Assets Under Management) | $ 7,093,712,521 |
Red Flags
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