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Zack Lee Pacheco

Loop Capital Markets LLC

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About Zack Lee Pacheco

Zack Pacheco is a registered representative with Loop Capital Markets LLC. Zack is located in New York, NY, and has been in the securities industry for over 3 years. Zack holds the Series 63, Series 86, Series 87, Series 7TO, and SIE licenses.

Firm Information

Zack Pacheco is currently registered with Loop Capital Markets LLC. Loop Capital Markets LLC is a Limited Liability Company formed on June 1, 2004. The firm provides a range of advisory services, including transition management services, equity research services, and security ratings. It serves a variety of client types, including corporations, state or municipal government entities, other investment advisors, and pension plans. The firm is registered with the Securities and Exchange Commission and is licensed to conduct business in all 50 states.

Not reported

Assets Under Management

15

Total Clients

123

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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transition management services/equity research services

Transition management services/equity research services

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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commissions

Earned based on transactions or products sold.

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other

Negotiated fees for research services

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Zack Pacheco’s Registration & Firm History

NY

10/06/2023 - Present

Loop Capital Markets LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/04/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2024

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 01/26/2024

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zack Lee Pacheco.
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