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Steven Mezzo

Pnc Wealth Management LLC

Rochester Hills, MI

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Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-12
  • MI RA
    APPROVED
    Since 2026-02-12

Branch Locations

2015 Walton Blvd., Rochester Hills, MI 48309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Infinex Investments, Inc. St. Clair Shores MI 07/2016 01/2024
Lpl Financial Llc Rochester MI 02/2024 01/2026
Flagstar Bank Rochester MI 09/2012 01/2026
Pnc Wealth Management Rochester Hills MI 02/2026 Present
Pnc Bank Rochester Hills MI 02/2026 Present
  • 07/2016 → 01/2024
    Infinex Investments, Inc.
    St. Clair Shores, MI
  • 02/2024 → 01/2026
    Lpl Financial Llc
    Rochester, MI
  • 09/2012 → 01/2026
    Flagstar Bank
    Rochester, MI
  • 02/2026 → Present
    Pnc Wealth Management
    Rochester Hills, MI
  • 02/2026 → Present
    Pnc Bank
    Rochester Hills, MI
Previous Registrations
  • 2024-02-01 → 2026-02-10
    Lpl Financial Llc
    Rochester, MI
    San Diego, CA
    Rochester, MI
  • 2016-07-01 → 2024-01-31
    Osaic Institutions, Inc.
    Madison, MI
    Clinton Township, MI
    St. Clair Shores, MI
    Chesterfield Twp, MI
    Harrison Township, MI
    Rochester, MI
    St. Clair Shores, MI
  • 2015-04-27 → 2016-07-01
    Essex National Securities, Llc
    Troy, MI
    Clinton Township, MI
    St. Clair Shores, MI
    Chesterfield Twp, MI
    Harrison Township, MI
    Clinton Township, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-23
S63 Uniform Securities Agent State Law Examination 2012-09-05
  • S65 Uniform Investment Adviser Law Examination
    2015-04-23
  • S63 Uniform Securities Agent State Law Examination
    2012-09-05
Other Names
  • Steven Patrick Mezzo

View on SEC IAPD

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Other Investors

RYAN PATRICK BARRETT
ROBERT MACIEJ TOMASZEWSKI
LANCE JASON SMITH
STEVEN TODD GUGLIELMETTI
Ryan Lee Guglielmetti
LINTON FRED BANWELL
MATTHEW CRAIG ESSMANN
WILLIAM FOLSE BOHNE

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Rochester Hills, MI
COMMONWEALTH FINANCIAL NETWORK · Rochester Hills, MI
LPL FINANCIAL LLC · ROCHESTER HILLS, MI
CITIZENS SECURITIES, INC. · ROCHESTER HILLS, MI
LPL FINANCIAL LLC · ROCHESTER HILLS, MI
ARROWROOT FAMILY OFFICE, LLC · Rochester Hills, MI
ARROWROOT FAMILY OFFICE, LLC · Rochester Hills, MI
ARROWROOT FAMILY OFFICE, LLC · ROCHESTER HILLS, MI

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