Zachary Buterbaugh

MANGOLDS INVESTMENT ADVISORS

LANCASTER, PA 17603

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CRD#: 6602545

Professional summary

Zachary Buterbaugh, who also goes by Zachary James Buterbaugh, Buterbaugh Zach, is a registered financial advisor currently at MANGOLDS INVESTMENT ADVISORS INC. located in Lancaster, Pennsylvania.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Zachary has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary James Buterbaugh | Buterbaugh Zach

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

--MANGOLDS TAX SERVICES INC. - TAX PROFESSIONAL; NOT INVESTMENT RELATED; LANCASTER, PA; 02/2013 - PRESENT--

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Buterbaugh's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 22, 2020 - Present

MANGOLDS INVESTMENT ADVISORS INC.

Office #1: 2938 Columbia Avenue Suite 801, Lancaster, PA 17603

RIA

CRD#: 307437

LANCASTER, PA

Past

January 25, 2019 - April 20, 2020

PFS INVESTMENTS INC.

RIA

CRD#: 10111

LANCASTER, PA

Past

March 15, 2016 - April 20, 2020

PFS INVESTMENTS INC.

CRD#: 10111

LANCASTER, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/20/2021)

IAR

Pennsylvania
(4/22/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/10/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/17/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/15/2016

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/8/2016

Investment Company Products/Variable Contracts Principal Examination

Current Firm

MANGOLDS INVESTMENT ADVISORS INC.

CRD#: 307437 / SEC#:

New York

Registered Investment Advisory firm - (9/8/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/22/2020 Approved)

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Contact information

Main Address

2938 Columbia Avenue Suite 801, Lancaster, PA 17603

Mailing Address

Phone number

(717) 984-3017

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	430
AUM (Assets Under Management)	$ 48,876,879

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Zachary Buterbaugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Buterbaugh's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANGOLDS INVESTMENT ADVISORS INC.

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2019

Series 63

Date: 3/17/2016

SIE

Date: 10/1/2018

Series 6

Date: 3/15/2016

Series 26

Date: 7/8/2016

Current Firm

MANGOLDS INVESTMENT ADVISORS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MANGOLDS INVESTMENT ADVISORS INC.

TRUST BUT VERIFY

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