Pat
Mallozzi
Avantax Advisory Services
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About this Advisor
Pat Mallozzi is a financial advisor based out of Garden City, New York with 2 years of relevant experience. Mallozzi is currently employed by Avantax Advisory Services. The advisor has gained experience at Shelterpoint Life Insurance Company, Mallozzi & Dwyer, Cpa Pc, Avantax Investment Services, Inc and Avantax Advisory Services. Mallozzi maintains a Series 63 license, designating them as a securities agent, and is able to serve investors in New York. Avantax Advisory Services is a company operating out of Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 employees. It oversees $31 billion in assets among its 123,393 accounts, making it one of the largest firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Avantax Advisory Services can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
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
- Other
Pat Mallozzi Work History
Pat has been registered as a financial advisor for 2 years.*
Shelterpoint Life Insurance Company
Avantax Investment Services, Inc
Avantax Advisory Services
Mallozzi & Dwyer, Cpa Pc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Pat Mallozzi 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 Avantax Advisory Services
Irving, TX
Coppell, TX
Milwaukee, WI
Irving, TX
Lansdale, PA
Lake Forest, CA
Pine River, MN
Irving, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
