Michael Mazzella (CRD# 1141778) is an Investment Advisor Representative working at Mazzella Estate & Asset Management, LLC in Scottsdale, AZ and has over 37 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mazzella Estate & Asset Management, LLC | Scottsdale, AZ | May 2019 - Current | 4 |
Benefixx LLC | Scottsdale, AZ | Jul 2000 - Current | 23 |
Householder Group Estate & Retirement Specialists | Scottsdale, AZ | Aug 2016 - Jul 2019 | 2 |
Lpl Financial, LLC | Scottsdale, AZ | Aug 2016 - May 2019 | 2 |
Sii Investments Inc. | Scottsdale, AZ | Jan 2012 - Aug 2016 | 4 |
Brokerage Professionals | Scottsdale, AZ | Feb 2008 - Apr 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1987 |
S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- AZ
- TX
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts485ACCOUNTS
-
Average Account Value$183,162
- 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
- Selection of other advisers (including private fund managers)
AZ, TX
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