Anthony
Mezzasalma

Mezzasalma Advisors

CRD#5460405
Investment Advisor
in Eatontown, NJ

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About this Advisor

Anthony Mezzasalma is a financial advisor based in Eatontown, New Jersey, working with Mezzasalma Advisors. Anthony has previously held a position at Mezzasalma Advisors and is registered to provide services in New Jersey. Currently, Anthony is part of Mezzasalma Advisors, which operates out of Eatontown, New Jersey. The firm has 3 employees and manages assets totaling $231.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Mezzasalma Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

67 Apple St
Eatontown, NJ 07724

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Mezzasalma Advisors Brokerage Details

Total Assets Under Management

$230,965,236

NJ Average: $10,121,009,343
Total Number of Employees

3

NJ Average: 92
Total Number of Accounts

688

NJ Average: 6,978
Average Account Size

$335,705

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Anthony Mezzasalma Work History

2018 - Present (7 years)

Mezzasalma Advisors

2013 - 2018 (5 years)

Mezzasalma Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Anthony Mezzasalma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mezzasalma Advisors

Joseph Doerrer
Eatontown, NJ
Anthony Mezzasalma
Eatontown, NJ
John Mezzasalma
Eatontown, NJ

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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