Leon C Mazza
Investment adviser representative at Heritage Grove Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
$88.8MFirm assets
1 yearFirm in business
Are you Leon C Mazza? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Heritage Grove Wealth Management, LLCJul 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCJan 2020 to now
- Fisher InvestmentsAug 2008 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Heritage Grove Wealth Management, LLC
$88.8MAssets managed
44Clients
1Advisers
1 yearIn 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
- 5889289
- Firm CRD
- 336771