Matthew Donato Mazzella
Investment adviser representative at Bankers Life Advisory Services, Inc.
17 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Bankers Life Advisory Services, Inc.May 2025 to now
- Bankers Life Advisory, IncMay 2025 to now
- Bankers Life Securities, IncJul 2024 to now
- Bankers Life & Casualty, IncJul 2023 to now
- Compliance Systems Management LLC.Oct 2016 to now
- Pb Romas Inc.Oct 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bankers Life Advisory Services, Inc.
$2.5BAssets managed
14,314Clients
533Advisers
10 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
- 7951674
- Firm CRD
- 281285