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John Douglas Mezzasalma

Investment adviser representative at Mezzasalma Advisors
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$534.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

29 years in the industry.

  1. Mezzasalma AdvisorsAug 1997 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1986

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

Mezzasalma Advisors

Legal name: Mezzasalma Advisors, LLC

$534.4MAssets managed
373Clients
6Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1436496
Firm CRD
129045
Advisor's SEC record (opens in a new tab)
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