Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mazzullo is a registered investment advisor representative with Cannell & Spears LLC. David has been in the industry since February 1995 and is registered in New York. David is also a 25% owner of Macollo, LLC, a holding company that owns real estate including Hotel Dylan and a few surrounding homes. David is also an 80% owner of RL BASZ LLC, a non-investment related business that invests in real estate opportunities. David has passed the Series 63 and Series 65 examinations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Review of asset allocation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
11/01/2024 - Present
Cannell & Spears LLC (NEW YORK NY)
Active
Inactive
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