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Mark Christopher Zacek

Investment Adviser Representative at Capital Analysts

Amherst, MACRD #6013028Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark Christopher Zacek is an investment adviser representative with Capital Analysts in Amherst, MA, where they have been registered since 2020. They have worked in the securities industry since 2012 and have been registered with 4 firms, including Infinex Investments, Inc. and Raymond James Financial Services Advisors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.

Office

20 Gatehouse Road
Amherst, MA 01002

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
6 states and territories

Arizona, California, Florida, Georgia, Massachusetts, Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/19/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 4/17/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/25/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/13/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Capital AnalystsCurrent
7/28/2020 – Amherst, MA
Infinex Investments, Inc.
5/13/2019 – 5/19/2020Amherst, MA
Raymond James Financial Services Advisors, Inc
10/31/2017 – 5/30/2019Northampton, MA
MID Atlantic Financial Management, Inc.
7/31/2017 – 9/11/2017Wilbraham, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. MID Atlantic Capital Corporation
    Mar 2016 – Sep 2017Wilbraham, MA
  2. Gaudreau Wealth NEW England
    Mar 2015 – Sep 2017Wilbraham, MA
  3. MID Atlantic Financial Management, Inc.
    Jul 2017 – Sep 2017Pittsburgh, PA
  4. Raymond James Financial Serfvices, Inc.
    Oct 2017 – May 2019Northampton, MA
  5. Raymond James Financial Services Advisors Inc.
    Oct 2017 – May 2019Northampton, MA
  6. Insurance
    Oct 2017 – May 2019Northampton, MA
  7. Infinex Investments, Inc.
    May 2019 – May 2020Meriden, CT
  8. Greenfield Savings Bank
    May 2019 – May 2020Amhearst, MA
  9. Lincoln Investment
    Jun 2020 – no end date reportedFort Washington, PA
  10. Capital Analysts
    Jun 2020 – no end date reportedFort Washington, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Capital Analysts

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • First $500,0000.15%
  • Next $500,0000.12%
  • Next $1,000,0000.10%
  • Over $2,000,0000.08%

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

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
633
Offices listed on AdvisorFinder:
26
Main office:
Fort Washington, PA
SEC file number:
801-74614

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 20, 2026

View full firm profile

Other advisors at Capital Analysts

Showing 12 of 633 in the directory

View Capital Analysts firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Christopher Zacek 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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Mark Christopher Zacek (Capital Analysts) - Advisor Profile