Zachary Marcotte, financial advisor Pittsfield MA
89 score

Zachary Marcotte

CRD Number: 6216786
Current Firm: Berkshire Money Management, Inc.

Zachary Marcotte (CRD# 6216786) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Pittsfield, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Berkshire Money Management, Inc. Pittsfield, MA Dec 2007 - Current 9
Full-time Student Pittsfield, MA Sep 2003 - Jun 2012 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Zachary R. Marcotte
Phone Number: 888-232-6072
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    322
    MILLIONS
  • Total Number of Accounts
    1,643
    ACCOUNTS
  • Average Account Value
    $195,704
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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