Mark
Zacek
Capital Analysts
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About this Advisor
Mark Zacek is a financial advisor based in Amherst, Massachusetts, working with Capital Analysts. Mark has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, Mid Atlantic Capital Corporation, Gaudreau Wealth New England, Mid Atlantic Financial Management, Inc, Raymond James Financial Services, Inc, Charter Oak Financial Services, Raymond James Financial Services Advisors Inc, Insurance, Infinex Investments, Inc, Greenfield Savings Bank, Lincoln Investment, and Capital Analysts. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Mark is part of Capital Analysts, which operates out of Amherst, Massachusetts. The firm has 277 offices and 705 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Analysts includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$7,095,906,836
705
22,363
$317,306
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mark Zacek Work History
Lincoln Investment
Capital Analysts
Infinex Investments, Inc
Greenfield Savings Bank
Mid Atlantic Financial Management, Inc
Raymond James Financial Serfvices, Inc
Raymond James Financial Services Advisors Inc
Insurance
Mid Atlantic Capital Corporation
Gaudreau Wealth New England
Mml Investors Services
Mass Mutual Life Insurance Company
Charter Oak Financial Services
Disclosures
Please visit the SEC profile of Mark Zacek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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