Anthony Joseph Zacchini
Investment adviser representative at Captrust
11 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- CaptrustNov 2025 to now
- Capfinancial Partners, LLC. (captrust)Sep 2025 to now
- Salena RestaurantAug 2025 to Sep 2025
- Extended TravelMay 2025 to Jul 2025
- Jersey MikesFeb 2025 to May 2025
- White Lion Brewing CoOct 2024 to Dec 2024
- HaemoneticsJun 2024 to Aug 2024
- UnemployedOct 2023 to May 2024
- Shp FinancialMay 2023 to Aug 2023
- Captain John BoatsMay 2022 to Sep 2023
- Proof 22Dec 2021 to Apr 2022
- UnemployedSep 2021 to Nov 2021
- University of Massachusetts AmherstAug 2021 to May 2025
- Eastern BankOct 2020 to Aug 2021
- ItzapartySep 2020 to Apr 2021
- UnemployedMar 2020 to Sep 2020
- SkyzoneDec 2019 to Mar 2020
- Chick-fil-aMay 2019 to Sep 2019
- Sauchuk's FarmSep 2018 to Nov 2019
- Plymouth North High SchoolAug 2017 to May 2021
- UnemployedAug 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 8179693
- Firm CRD
- 175112