Mezzo, Inc.

Broker-DealerFINRA Member
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 privately held corporation with individual ownership. Public entries provide very limited characterization of the firm’s business model: it’s labeled “unclassified” and the profile does not list fee arrangements, client types, core advisory activities, or industry affiliations. The firm is not flagged as an ESG investor, capital allocator, pension consultant, multi-state adviser, related adviser, or a newly formed adviser.

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

  • Jonathan White

    Jonathan White

    Managing DirectorCRD 4187152

  • Dominic Mazzone

    Dominic Mazzone

    Managing DirectorCRD 5342162

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth