Todd Mazur, financial advisor Tampa FL
93 score

Todd Mazur

CRD Number: 3087667
Current Firm: Waddell & Reed

Todd Mazur (CRD# 3087667) is an Investment Advisor Representative working at Waddell & Reed in Tampa, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pinellas Education Foundation Largo, FL Feb 2011 - Current 5
Various Insurance Carriers For W & R Insurance Agencies Clearwater, FL Oct 1998 - Current 18
Waddell & Reed, Inc. Tampa, FL Jul 1998 - Current 18
East Lake Lending Palm Harbor, FL Aug 2006 - Jan 2011 4
Main Street Broker Dunedin, FL Sep 2003 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Todd A. Mazur
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • IN
  • TX
  • MI
  • MN
  • PA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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