Zachery Demers (CRD# 5373960) is an Investment Advisor Representative working at Pentegra Investors, Inc. in Litchfield, NH and has over 15 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pentegra Services, Inc. | White Plains, NY | Jan 2016 - Current | 7 |
| Pentegra Distributors, Inc. | White Plains, NY | Jan 2016 - Current | 7 |
| Alerus Retirement Solutions | Manchester, NH | Nov 2014 - Dec 2015 | 1 |
| Retirement Alliance | Manchester, NH | Jul 2011 - Nov 2014 | 3 |
| Argentus Securities, LLC | Dallas, TX | Jun 2013 - Apr 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- CT
-
Total Assets Under Management6,244MILLIONS
-
Total Number of Accounts347ACCOUNTS
-
Average Account Value$17,993,479
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CT, NJ, NY
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