Zachary Herschel Bullock
Investment Adviser Representative at Sunburst Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary Herschel Bullock is an investment adviser representative with Sunburst Financial Group, LLC in Vestavia Hills, AL, where they have been registered since 2020, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Alabama.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CarlyleMar 2019 – Sep 2020New York, NY
- PWCOct 2017 – Mar 2019New York, NY
- Sunburst Financial GroupSep 2020 – Jun 2023Vestavia Hills, AL
- StudentSep 2010 – Sep 2017Various, AL
- Sunburst Financial GroupJun 2023 – no end date reportedBirmingham, AL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sunburst Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Up to $99,999.991.00%
- $100,000 - $999,999.990.85%
- $1,000,000 - $2,499,999.990.75%
- $2,500,000 - $4,999,999.990.65%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Planning, Retirement Consulting, and Investment Management, as well as serving as a resource for any question or concern regarding finances.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Vestavia Hills, AL
- SEC file number:
- 801-107720
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 4, 2026
View full firm profileOther advisors at Sunburst Financial Group, LLC
7 other advisors in the directory
Similar advisors in Vestavia Hills, AL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Herschel Bullock has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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