Holly Mazzocca (CRD# 5569415) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 15 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bartlett & Co Wealth Management | Cincinnati, OH | Apr 2018 - Current | 6 |
| Bartlett & Co | Cincinnati, OH | Apr 2015 - Apr 2018 | 3 |
| Unemployed | Fort Thomas, KY | Feb 2015 - Apr 2015 | < 1 |
| Jhl Capital Group | Chicago, IL | May 2011 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
- OH
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Total Assets Under Management8,441MILLIONS
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Total Number of Accounts5,859ACCOUNTS
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Average Account Value$1,440,708
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Other
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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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