Matthew Mazzocco, financial advisor Waukesha WI
93 score

Matthew Mazzocco

CRD Number: 5960276
Current Firm: Global View Capital Management, Ltd

Matthew Mazzocco (CRD# 5960276) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Waukesha, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Nativity Catholic Church Torrance, CA Jun 2017 - Current < 1
Global View Capital Management, Ltd Waukesha, WI Jan 2014 - Current 4
Global View Capital Insurance, Ltd. Waukesha, WI Nov 2013 - Current 4
Matthew Mazzocco, Self-employed Uber Driver Hawthorne, CA Mar 2017 - Jun 2017 < 1
Matthew Mazzocco, Self-employed Consultant Hawthorne, CA Sep 2016 - Jun 2017 < 1
The Strategic Financial Alliance, Inc. Atlanta, GA Nov 2012 - Dec 2013 1
World Financial Group Duluth, GA Sep 2009 - Nov 2012 3
Disabled-unemployed Torrance, CA Jan 2007 - Sep 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Matthew M. Mazzocco
Phone Number: 262-650-1030
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    305
    MILLIONS
  • Total Number of Accounts
    4,714
    ACCOUNTS
  • Average Account Value
    $64,698
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 investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, 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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