Unclaimed Profile

Matthew T. Zachary

FALCATA CAPITAL LLC·HOUSTON, Texas

Clean recordFALCATA CAPITAL LLC

10000 MEMORIAL DRIVE, HOUSTON, TX 77024CRD# 7244263Firm CRD# 291640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew T. Zachary · HOUSTON, TX

Registration

CRD #7244263 · FALCATA CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew T. Zachary is a registered financial advisor based in HOUSTON, Texas, affiliated with FALCATA CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FALCATA CAPITAL LLC

AUM

$1.0B

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at FALCATA CAPITAL LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7244263

Firm CRD# 291640

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew T. Zachary offer?

Matthew T. Zachary specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are Matthew T. Zachary's credentials?

Matthew T. Zachary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew T. Zachary located?

Matthew T. Zachary is based in HOUSTON, Texas, working with FALCATA CAPITAL LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Matthew T. Zachary charge for services?

Matthew T. Zachary's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FALCATA CAPITAL LLC?

FALCATA CAPITAL LLC is a registered investment adviser with the SEC, managing $1.0B in regulatory assets under management. See their Form ADV for full details.

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