Mark Cacciola (CRD# 5980849) is an Investment Advisor Representative working at Sawyer & Co Inc. in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sawyer & Co Inc. | Boston, MA | Jan 2023 - Current | 1 |
| Polen Capital Credit | Waltham, MA | Jan 2022 - Jan 2023 | 1 |
| Ddj Capital Management | Boston, MA | Apr 2020 - Jan 2022 | 1 |
| Between Jobs | Charlestown, MA | May 2019 - Apr 2020 | < 1 |
| Phasecapital LP | New York, NY | Jul 2015 - May 2019 | 3 |
| Between Jobs | Medford, MA | Jan 2015 - Jul 2015 | < 1 |
| Brown Brothers Harriman & Co | Boston, MA | Oct 2011 - Jan 2015 | 3 |
- MA
-
Total Assets Under Management269MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$1,345,664
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MA, NH, NY
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