Mezzo, Inc.

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
339200
Registered since
March 24, 2026

Firm profile

FINTRX

Overview

Mezzo, Inc. is organized as a corporation and is recorded as an SEC-registered adviser in 2026. The firm is owned by an individual and is classified as unclassified in the source snapshot. It does not identify itself as a capital allocator and does not report active ESG investing. The available record also indicates Mezzo is not a multi-state adviser and is not flagged as a newly formed adviser. Publicly disclosed information about Mezzo’s business model, client types, fee schedules, and specific advisory activities is minimal. The firm’s profile contains few operational or investment details, which suggests either a very small or dormant advisory presence or limited public reporting at this stage.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Maury Bell

    Maury Bell

    Managing DirectorCRD 1322851

  • Ryan Durham

    Ryan Durham

    Senior AssociateCRD 6885765

  • Dustin Ramsey

    Dustin Ramsey

    Managing DirectorCRD 5635287

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
75 14th St Ne
Time zone
ET (UTC-5)
Office locations

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