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Mark Cacciola

Investment adviser representative at Sawyer & Co Inc
11 yearsExperience
1 stateRegistered in
CFADesignation
$320.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Sawyer & Co IncJan 2023 to now
  2. Polen Capital CreditJan 2022 to Jan 2023
  3. Ddj Capital ManagementApr 2020 to Jan 2022
  4. Between JobsMay 2019 to Apr 2020
  5. Phasecapital LPJul 2015 to May 2019

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MA).

Sawyer & Co Inc

$320.1MAssets managed
226Clients
3Advisers
39 yearsIn 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
5980849
Firm CRD
112849
Advisor's SEC record (opens in a new tab)
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