Richard Lewis Zack
Investment adviser representative at Mack & Co. Partners, LP
14 yearsExperience
1 stateRegistered in
$549MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- M&co. Securities LLCJun 2024 to now
- Mack & Co. Partners, LPFeb 2024 to now
- Weild & Co.Mar 2024 to Feb 2025
- LPL Financial LLCNov 2021 to Feb 2024
- Private Advisor Group, LLCNov 2021 to Mar 2022
- Bleakley Financial Group, LLCOct 2021 to Feb 2024
- Wfs, LLCJul 2013 to Oct 2021
- Wainwright Investment Counsel, LLCOct 2012 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mack & Co. Partners, LP
$549MAssets managed
12Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2651386
- Firm CRD
- 324218