Michael Mazzella, financial advisor Scottsdale AZ
96 score

Michael Mazzella

CRD Number: 1141778
Current Firm: Householder Group Estate & Retirement Specialists

Michael Mazzella (CRD# 1141778) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Scottsdale, AZ and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Householder Group Estate & Retirement Specialists Scottsdale, AZ Aug 2016 - Current 1
Lpl Financial, LLC Scottsdale, AZ Aug 2016 - Current 1
Benefixx LLC Phoenix, AZ Jul 2000 - Current 17
Sii Investments Inc. Scottsdale, AZ Jan 2012 - Aug 2016 4
Brokerage Professionals Scottsdale, AZ Feb 2008 - Apr 2015 7
Householder Group Financial Advisors Scottsdale, AZ Nov 2011 - Jan 2012 < 1
Securities Service Network, Inc. Scotsdale, AZ Jul 2009 - Jan 2012 2
Householder Group Scottsdale, AZ May 2008 - Jan 2012 3
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Jul 2009 < 1
Sun Life Of Canada Phoenix, AZ Aug 2002 - Jul 2009 6
Sun Life Of Canada Us Distributors, Inc. Wellesley Hills, MA Aug 2002 - Jul 2009 6
Aig Financial Advisors Phoenix, AZ May 2008 - Jan 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Michael R. Mazzella
Phone Number: 602-604-0600
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    604
    MILLIONS
  • Total Number of Accounts
    3,703
    ACCOUNTS
  • Average Account Value
    $163,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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