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Mark Mezzone

11 Years of Experience
Ridgefield, CT
Broker

Mark Mezzone is a registered investment advisor at Raymond James & Associates, INC., based in Ridgefield, CT, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4 Prospect, Ridgefield, CT, 06877

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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

Mark is the owner of MDJM LLC, which owns and leases a commercial office condo to Raymond James. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
October 2016 - Present · 9 yrs 7 mos
Raymond James & Associates, INC.
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - October 2016 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - October 2016 · 2 yrs 2 mos
State Registrations33 states
AZCACOCTDCDEFLGAILKSKYMAMDMEMIMTNCNENHNJNVNYOHORPARISCTNTXVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.