Anthony Mazzo, financial advisor Palm Beach FL

Anthony Mazzo

CRD Number: 2385020
Current Firm: Bb&t Securities, LLC
Compensation Model: Both

 

Anthony has earned several awards and recognitions through his twenty four year career as a financial advisor. He is responsible for the group’s investment strategies and the client’s financial well-being which includes Insurance Planning, and investment strategies.

Anthony lives in Wellington, Florida with his wife and two teenage boys and is very active in the community sports programs. He is a cultural society member of the Kravis Center for the Performing Arts. During his free time Anthony volunteers as a board member for Olympia Master Association in Wellington. He is the founder of the Wishing to go Fishing Foundation which takes underprivileged children on fishing excursions. He is an avid boater and enjoys offshore fishing around the world.

He currently holds a General Securities License (Series 7), a Uniform Investment Advisor License (Series 65) and State of Florida Insurance License.

CONTACT
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Company Name Location Dates Years
Bb&t Securities Palm Beach, FL Apr 2016 - Current 4
Ubs Financial Services Boca Raton, FL Jul 2011 - Apr 2016 4
Oppenheimer Boca Raton, FL Feb 2007 - Jul 2011 4
Wachovia Securities, LLC Delray Beach, FL Jun 2003 - Feb 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Feb 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anthony J. Mazzo
Phone Number: 804-643-1811
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    26,160
    MILLIONS
  • Total Number of Accounts
    64,869
    ACCOUNTS
  • Average Account Value
    $403,275
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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