VM
VM

Victor Mazzella

28 Years of Experience
Cape Coral, FL
Broker

Victor Mazzella is a registered investment advisor at Cetera Investment Advisers LLC, based in Cape Coral, FL, with 28 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1408 SE 17th Avenue, Cape Coral, FL, 33990

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Victor is the president of Victor J Mazzella, CPA, PA, an accounting and tax practice, and owner of Victor J Mazzella Financial Services. He also owns and manages rental property through Dudgee, Inc, dedicating minimal time to it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2004 - Present · 21 yrs 10 mos
Cetera Financial Specialists LLCBroker
June 2004 - Present · 21 yrs 11 mos
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
February 2000 - October 2004 · 4 yrs 8 mos
Hochman & Baker Securities, INC.Broker
October 1997 - June 2004 · 6 yrs 8 mos
State Registrations2 states
FLWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.