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MEZZI
STOCKTALK INC.
CRD 337818 · SEC 801-134438
700 EL CAMINO REAL, SUITE 120, #1083, MENLO PARK, CA, 94025, United States
Phone
(415) 612-2667
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
10 total employees; 1 advisory reps; 317 broker-dealer reps
Clients
251-500
Fees
Fixed fees
Org form
Corporation
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 317 | $0 |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD