Zachery DemersCRD Number: 5373960
Current Firm: Pentegra Investors, Inc.
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.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|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|
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)
CT, NJ, NY
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