Joseph Henry Doerrer

Employer firm

Mezzasalma Advisors CRD 129045

$534M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → Present
  Mezzasalma Advisors
  Tinton Falls, NJ
• 02/2021 → Present
  Mezzasalma Cpas
  Tinton Falls, NJ
• 08/2016 → 02/2021
  Bessemer Trust
  Woodbridge, NJ

Other Businesses

1) MEZZASALMA CPAS; NOT INVESTMENT-RELATED; 67 APPLE STREET, TINTON FALLS, NEW JERSEY 07724; TAX AND ACCOUNTING FIRM; ACCOUNTING MANAGER AND CERTIFIED PUBLIC ACCOUNTANT; FEBRUARY 2021; 160/MONTH TO THIS OTHER BUSINESS ACTIVITY.

Designations

• Certified Financial Planner