Mark
Zacek

Capital Analysts

CRD#6013028
Investment Advisor
in Amherst, MA

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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

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

20 Gatehouse Road
Amherst, MA 01002

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Capital Analysts Brokerage Details

Total Assets Under Management

$7,095,906,836

MA Average: $15,833,994,310
Total Number of Employees

705

MA Average: 41
Total Number of Accounts

22,363

MA Average: 3,342
Average Account Size

$317,306

MA Average: $4,737,880

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

2020 - Present (4 years)

Lincoln Investment

2020 - Present (4 years)

Capital Analysts

2019 - 2020 (1 year)

Infinex Investments, Inc

2019 - 2020 (1 year)

Greenfield Savings Bank

2017 - 2017 (< 1 year)

Mid Atlantic Financial Management, Inc

2017 - 2019 (2 years)

Raymond James Financial Serfvices, Inc

2017 - 2019 (2 years)

Raymond James Financial Services Advisors Inc

2017 - 2019 (2 years)

Insurance

2016 - 2017 (1 year)

Mid Atlantic Capital Corporation

2015 - 2017 (2 years)

Gaudreau Wealth New England

2012 - 2016 (4 years)

Mml Investors Services

2011 - 2016 (5 years)

Mass Mutual Life Insurance Company

2011 - 2015 (4 years)

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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Jordan Perdigao
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