Todd Philip Mazzo
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
12 years in the industry.
- Esl Investment Services, LLCAug 2023 to now
- LPL Financial LLCAug 2023 to now
- WyzantJan 2019 to now
- Equitable AdvisorsApr 2021 to Jul 2023
- Door DashMar 2019 to Mar 2020
- Grub HubSep 2018 to Dec 2020
- Keystone Capital Partners GroupJan 2018 to Apr 2018
- UberOct 2017 to Mar 2020
- UnemployedApr 2017 to Oct 2017
- Karpus Investment ManagementFeb 2014 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6177281
- Firm CRD
- 6413