Bryan Mazza
Bryan Mazza is a registered investment advisor at Independent Financial Group, LLC, based in Mercer Island, WA, with 33 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
7900 SE 28th Street Suite 416, Mercer Island, WA, 98040
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2022Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Bryan is an officer/director at Mazza Financial Group, Inc., a DBA name used for marketing purposes, dedicating full-time hours to this investment-related activity. He also works as an insurance agent/representative outside of IFG, spending minimal time on this activity.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.