Michael
Mazzeo

Corecap Advisors

CRD#7165996
Investment Advisor
in Englishtown, NJ

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About this Advisor

Michael Mazzeo is a financial advisor based in Englishtown, New Jersey, working with Corecap Advisors. Michael has previously held positions at Axa Advisors, LLC, University Of Delaware, Teresa Caffe, Educational Testing Service, Mrs. Greens Natural Market, Equitable Advisors, LLC, Corecap Advisors, LLC, Corecap Investments, LLC, and Dworetsky Financial. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, New York, and Pennsylvania. Currently, Michael is part of Corecap Advisors, which operates out of Englishtown, New Jersey. The firm has 40 offices and 118 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Corecap Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

198 Us-9 #203
Englishtown, NJ 07726

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Corecap Advisors Brokerage Details

Total Assets Under Management

$2,467,486,750

NJ Average: $943,424,332
Total Number of Employees

118

NJ Average: 21
Total Number of Accounts

8,713

NJ Average: 1,586
Average Account Size

$283,196

NJ Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Michael Mazzeo Work History

2023 - Present (1 year)

Corecap Advisors, LLC

2023 - Present (1 year)

Corecap Investments, LLC

2023 - Present (1 year)

Dworetsky Financial

2019 - 2020 (1 year)

Axa Advisors, LLC

2019 - 2019 (< 1 year)

Teresa Caffe

2019 - 2023 (4 years)

Equitable Advisors, LLC

2015 - 2018 (3 years)

Educational Testing Service

2014 - 2018 (4 years)

University Of Delaware

2014 - 2014 (< 1 year)

Mrs. Greens Natural Market

Disclosures

Please visit the SEC profile of Michael Mazzeo 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 Corecap Advisors

Paulmichael Youngmills
Southfield, MI
Michael Mazzeo
Englishtown, NJ
Andrew Wood
Southfield, MI
Tyler Schall
Southfield, MI
Caleb Wood-Daggett
San Clemente, CA
Donald Ross
Medina, OH
Rany Tallou
Southfield, MI
Oliver Lee
Southfield, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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