Dana MazzarellaCRD Number: 6590417
Current Firm: Kestra Advisory Services, LLC
Dana Mazzarella (CRD# 6590417) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has 1 year of experience in the finance industry.
Pbl Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Asher Financial Services||Ellicott City, MD||Dec 2015 - Current||6|
|Kestra Financial, Inc.||Ellicott City, MD||Dec 2015 - Current||6|
|Baltimore Orioles||Baltimore, MD||Mar 2015 - Oct 2015||< 1|
|Unemployed||Columbia, MD||Oct 2014 - Feb 2015||< 1|
|Under Armour||Annapolis, MD||Nov 2013 - Sep 2014||< 1|
|Unemployed||Columbia, MD||Jun 2012 - Oct 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2021|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management45,081MILLIONS
Total Number of Accounts127,790ACCOUNTS
Average Account Value$352,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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