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

Assets & Accounts

Mezzo, Inc. reports no advisory clients and registers an average client size of $0.00, which indicates no assets under management are recorded in the source dataset. The firm shows an SEC registration year of 2026 but is classified as an unclassified organization in the snapshot data. Operational descriptors attached to the record: Mezzo, Inc. is organized as a corporation with an individual owner. The firm is flagged as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Those attributes, combined with the absence of client and AUM reporting, suggest limited or nascent advisory activity at the time of the data snapshot.

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

    Managing DirectorCRD 1322851

  • Ryan Durham

    Senior AssociateCRD 6885765

  • 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

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Awards

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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