Andrew Mazzola
Investment adviser representative at M3 Advisory Group, LLC
11 yearsExperience
1 stateRegistered in
$342MFirm assets
5 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
- Pension consulting
Experience
11 years in the industry.
- M3 Advisory Group, LLCFeb 2026 to now
- UnemployedSep 2025 to Jan 2026
- Wells Fargo Advisors Financial Network LLCAug 2024 to Aug 2025
- UnemployedJan 2024 to Aug 2024
- The Topline Strategy GroupOct 2023 to Dec 2023
- UnemployedJun 2023 to Sep 2023
- Fidelity InvestmentsJun 2022 to Aug 2022
- Yates Field HouseAug 2021 to May 2023
- Nobles Day CampJun 2021 to Aug 2021
- College StudentJan 2021 to May 2023
- Full Time College StudentAug 2019 to Dec 2020
- Nobles Day CampJun 2019 to Aug 2019
- Nobles Day CampJun 2018 to Aug 2018
- Westwood High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
M3 Advisory Group, LLC
$342MAssets managed
341Clients
4Advisers
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
- 7973006
- Firm CRD
- 156208