Unclaimed
Cyril Zachariah is a registered representative with Sanford C. Bernstein & Co., LLC, based in Dallas, TX. Cyril has been in the industry since October 17, 2012 and holds the Series 63, 7, 99, and SIE licenses. Cyril specializes in portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d, miscellaneous
1
2
TX
10/17/2012 - Present
Sanford C. Bernstein & CO., LLC (DALLAS TX)
BC
Issued 10/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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