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Mark Christopher Zacek

Capital Analysts

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About Mark Christopher Zacek

Mark Zacek is a financial advisor registered with Capital Analysts and is based in Amherst, MA. Mark has been working in the financial services industry since May 2012 and holds Series 6, 7, 63, and 65 securities licenses as well as the SIE. Mark is also a Registered Representative for Capital Analysts. Mark has previously worked at Infinex Investments, Inc., Raymond James Financial Services, Inc. and Mid Atlantic Capital Corporation.

Firm Information

Mark Zacek is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Zacek’s Registration & Firm History

MA

07/28/2020 - Present

Capital Analysts (Amherst MA)

MA

05/13/2019 - 05/19/2020

INFINEX INVESTMENTS, INC. (Amherst MA)

MA

10/03/2017 - 05/30/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (NORTHAMPTON MA)

MA

03/15/2016 - 09/11/2017

MID ATLANTIC CAPITAL CORPORATION (WILBRAHAM MA)

MA

02/14/2012 - 03/24/2016

MML INVESTORS SERVICES, LLC (HOLYOKE MA)

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Licenses & Designations

IA

Issued 07/19/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/13/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Christopher Zacek.
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